Stifel Financial’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
Q4 | – | Sell |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $188K | Buy |
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|
2020
Q4 | $119K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $76K | Sell |
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|
2019
Q4 | $131K | Buy |
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|
2019
Q3 | $120K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $123K | Sell |
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|
2018
Q4 | $254K | Sell |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $966K | Buy |
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|
2017
Q4 | $192K | Sell |
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|
2017
Q3 | $355K | Sell |
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|
2017
Q2 | $913K | Buy |
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|
2017
Q1 | $468K | Buy |
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|
2016
Q4 | $271K | Buy |
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|
2016
Q3 | $274K | Sell |
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|
2016
Q2 | $260K | Sell |
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|
2016
Q1 | $269K | Sell |
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|
2015
Q4 | $457K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $367K | Buy |
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