Shaker Financial Services’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $953K | Sell |
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|
2021
Q2 | $2.47M | Sell |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $2.26M | Sell |
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|
2020
Q2 | $3.47M | Sell |
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|
2020
Q1 | $3.81M | Sell |
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|
2019
Q4 | $7.3M | Sell |
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|
2019
Q3 | $8.75M | Buy |
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|
2019
Q2 | $8.68M | Buy |
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|
2019
Q1 | $6.04M | Sell |
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|
2018
Q4 | $5.93M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2.52M | Sell |
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|
2018
Q1 | $7.47M | Buy |
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|
2017
Q4 | $4.97M | Buy |
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|
2017
Q3 | $4.18M | Sell |
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|
2017
Q2 | $4.14M | Buy |
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|
2017
Q1 | $3.31M | Buy |
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|
2016
Q4 | $2.81M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.66M | Sell |
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|
2016
Q1 | $4.83M | Buy |
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|
2015
Q4 | $4.84M | Buy |
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|
2015
Q3 | $3.93M | Buy |
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|
2015
Q2 | $4.52M | Buy |
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|
2015
Q1 | $4.02M | Sell |
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|
2014
Q4 | $4.75M | Buy |
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|
2014
Q3 | $2.76M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $932K | Buy |
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|
2013
Q2 | $256K | Buy |
|