SWS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,268
| Closed | -$206K | – | 121 |
|
|
2019
Q2 | $206K | Buy |
+12,268
| New | +$206K | 0.13% | 115 |
|
|
2018
Q4 | $164K | Hold |
12,268
| – | – | 0.12% | 98 |
|
|
2018
Q3 | $218K | Hold |
12,268
| – | – | 0.14% | 96 |
|
|
2018
Q2 | $202K | Hold |
12,268
| – | – | 0.14% | 96 |
|
|
2018
Q1 | $199K | Hold |
12,268
| – | – | 0.15% | 69 |
|
|
2017
Q4 | $216K | Buy |
+12,268
| New | +$216K | 0.16% | 65 |
|