Steward Partners Investment Advisory’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $59K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $32K | Sell |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $58K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $69K | Hold |
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|
2018
Q2 | $65K | Hold |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $70K | Sell |
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|
2017
Q3 | $110K | Hold |
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|
2017
Q2 | $103K | Buy |
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