Shaker Financial Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD 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 | $3.7M | Sell |
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|
2021
Q2 | $4.27M | Sell |
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|
2021
Q1 | $4.55M | Sell |
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|
2020
Q4 | $4.73M | Sell |
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|
2020
Q3 | $4.53M | Buy |
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|
2020
Q2 | $3.88M | Buy |
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|
2020
Q1 | $3.24M | Buy |
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|
2019
Q4 | $4.84M | Sell |
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|
2019
Q3 | $6.66M | Buy |
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|
2019
Q2 | $6.19M | Buy |
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|
2019
Q1 | $4.51M | Sell |
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|
2018
Q4 | $5.09M | Buy |
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|
2018
Q3 | $988K | Sell |
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|
2018
Q2 | $2.84M | Buy |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $2.53M | Sell |
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|
2017
Q3 | $2.52M | Buy |
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|
2017
Q2 | $717K | Sell |
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|
2017
Q1 | $4.64M | Buy |
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|
2016
Q4 | $3.87M | Buy |
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|
2016
Q3 | $2.28M | Sell |
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|
2016
Q2 | $2.83M | Sell |
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|
2016
Q1 | $4.4M | Buy |
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|
2015
Q4 | $4.13M | Buy |
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|
2015
Q3 | $3.02M | Buy |
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|
2015
Q2 | $2.27M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.96M | Sell |
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|
2014
Q3 | $2.4M | Buy |
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|
2014
Q2 | $661K | Sell |
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|
2014
Q1 | $4.11M | Buy |
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|
2013
Q4 | $3.61M | Buy |
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|
2013
Q3 | $857K | Buy |
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|
2013
Q2 | $199K | Buy |
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