SeaCrest Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,032
| Closed | -$170K | – | 661 |
|
|
2020
Q3 | $170K | Buy |
13,032
+537
| +4% | +$7.01K | 0.03% | 534 |
|
|
2020
Q2 | $160K | Hold |
12,495
| – | – | 0.03% | 510 |
|
|
2020
Q1 | $141K | Buy |
+12,495
| New | +$141K | 0.03% | 464 |
|
|
2019
Q2 | – | Sell |
-6,328
| Closed | -$102K | – | 2058 |
|
|
2019
Q1 | $102K | Buy |
6,328
+2,475
| +64% | +$39.9K | 0.02% | 686 |
|
|
2018
Q4 | $52K | Hold |
3,853
| – | – | 0.01% | 886 |
|
|
2018
Q3 | $68K | Hold |
3,853
| – | – | 0.01% | 891 |
|
|
2018
Q2 | $64K | Buy |
+3,853
| New | +$64K | 0.01% | 888 |
|