Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,335
| Closed | -$338K | – | 1485 |
|
|
2021
Q3 | $338K | Buy |
21,335
+47
| +0.2% | +$745 | 0.01% | 987 |
|
|
2021
Q2 | $342K | Buy |
21,288
+200
| +0.9% | +$3.21K | 0.01% | 998 |
|
|
2021
Q1 | $319K | Sell |
21,088
-558
| -3% | -$8.44K | 0.01% | 939 |
|
|
2020
Q4 | $308K | Sell |
21,646
-1,368
| -6% | -$19.5K | 0.01% | 878 |
|
|
2020
Q3 | $301K | Buy |
23,014
+2,119
| +10% | +$27.7K | 0.01% | 787 |
|
|
2020
Q2 | $267K | Sell |
20,895
-101
| -0.5% | -$1.29K | 0.01% | 816 |
|
|
2020
Q1 | $236K | Buy |
20,996
+987
| +5% | +$11.1K | 0.01% | 725 |
|
|
2019
Q4 | $347K | Buy |
20,009
+2,362
| +13% | +$41K | 0.01% | 718 |
|
|
2019
Q3 | $295K | Buy |
17,647
+1,935
| +12% | +$32.3K | 0.01% | 758 |
|
|
2019
Q2 | $261K | Buy |
+15,712
| New | +$261K | 0.01% | 789 |
|