Spire Wealth Management’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Spire Wealth Management’s Portfolio JTD Stock Details JTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15,786	Closed	-$250K	–	3040
2021 Q3	$250K	Hold	15,786	–	–	0.01%	838
2021 Q2	$254K	Hold	15,786	–	–	0.01%	850
2021 Q1	$239K	Buy	+15,786	New	+$228K	0.01%	989

Spire Wealth Management's JTD Position: Q4 2021 in Review

Spire Wealth Management sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 15,786 shares — an estimated $250K sold.

Spire Wealth Management first reported a position in JTD in Q1 2021 and held it in 3 quarters. The position peaked at $254K in Q2 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

Spire Wealth Management reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 15,786 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $250K.
Spire Wealth Management first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $254K in Q2 2021.
0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.