Sigma Planning Corp’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
-21,335
Closed -$338K 1510
2021
Q3
$338K Buy
21,335
+47
+0.2% +$764 0.01% 997
2021
Q2
$342K Buy
21,288
+200
+0.9% +$3.16K 0.01% 1015
2021
Q1
$319K Sell
21,088
-558
-3% -$8.07K 0.01% 956
2020
Q4
$308K Sell
21,646
-1,368
-6% -$18.2K 0.01% 891
2020
Q3
$301K Buy
23,014
+2,119
+10% +$27.9K 0.01% 795
2020
Q2
$267K Sell
20,895
-101
-0.5% -$1.27K 0.01% 823
2020
Q1
$236K Buy
20,996
+987
+5% +$15.5K 0.01% 730
2019
Q4
$347K Buy
20,009
+2,362
+13% +$40.4K 0.01% 726
2019
Q3
$295K Buy
17,647
+1,935
+12% +$32.1K 0.01% 768
2019
Q2
$261K Buy
+15,712
New +$254K 0.01% 799

Sigma Planning Corp's JTD Position: Q4 2021 in Review

Sigma Planning Corp sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 21,335 shares — an estimated $338K sold.

Sigma Planning Corp first reported a position in JTD in Q2 2019 and held it in 10 quarters. The position peaked at $347K in Q4 2019. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

  • Sigma Planning Corp reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 21,335 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $338K.
  • Sigma Planning Corp first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q2 2019 and held it in 10 quarters.
  • Sigma Planning Corp's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $347K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.