Steward Partners Investment Advisory’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

Steward Partners Investment Advisory’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	-299	Closed	-$5K	–	3404
2021 Q3	$5K	Hold	299	–	–	﹤0.01%	2840
2021 Q2	$5K	Sell	299 -1,701	-85%	-$26.9K	﹤0.01%	6569
2021 Q1	$30.2K	Buy	+2,000	New	+$28.9K	﹤0.01%	2263

Steward Partners Investment Advisory's JTD Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 299 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in JTD in Q1 2021 and held it in 3 quarters. The position peaked at $30.2K in Q1 2021. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

Steward Partners Investment Advisory reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 299 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $5K.
Steward Partners Investment Advisory first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q1 2021 and held it in 3 quarters.
Steward Partners Investment Advisory's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $30.2K in Q1 2021.
0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.