Stifel Financial’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,771
| Closed | -$163K | – | 3012 |
|
|
2020
Q2 | $163K | Hold |
12,771
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q1 | $143K | Sell |
12,771
-124
| -1% | -$1.39K | ﹤0.01% | 2519 |
|
|
2019
Q4 | $223K | Sell |
12,895
-253
| -2% | -$4.38K | ﹤0.01% | 2705 |
|
|
2019
Q3 | $221K | Buy |
13,148
+329
| +3% | +$5.53K | ﹤0.01% | 2605 |
|
|
2019
Q2 | $213K | Sell |
12,819
-746
| -5% | -$12.4K | ﹤0.01% | 2681 |
|
|
2019
Q1 | $217K | Sell |
13,565
-13,029
| -49% | -$208K | ﹤0.01% | 2550 |
|
|
2018
Q4 | $356K | Sell |
26,594
-18,769
| -41% | -$251K | ﹤0.01% | 2135 |
|
|
2018
Q3 | $805K | Buy |
45,363
+15,819
| +54% | +$281K | ﹤0.01% | 1817 |
|
|
2018
Q2 | $486K | Buy |
29,544
+19,421
| +192% | +$319K | ﹤0.01% | 2045 |
|
|
2018
Q1 | $165K | Buy |
+10,123
| New | +$165K | ﹤0.01% | 2513 |
|