SWM
JTD

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 Shares
Change % 		Capital Flow 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 +$239K 0.01% 989