TrustCore Financial Services’s NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND JTD Stock Holding History

TrustCore Financial Services’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	-8,596	Closed	-$136K	–	1094
2021 Q3	$136K	Hold	8,596	–	–	0.01%	312
2021 Q2	$138K	Hold	8,596	–	–	0.01%	309
2021 Q1	$130K	Hold	8,596	–	–	0.02%	300
2020 Q4	$122K	Hold	8,596	–	–	0.02%	302
2020 Q3	$112K	Hold	8,596	–	–	0.02%	289
2020 Q2	$110K	Hold	8,596	–	–	0.02%	293
2020 Q1	$97K	Sell	8,596 -379	-4%	-$5.96K	0.02%	277
2019 Q4	$155K	Hold	8,975	–	–	0.03%	242
2019 Q3	$150K	Hold	8,975	–	–	0.03%	236
2019 Q2	$149K	Buy	8,975 +2,975	+50%	+$48.1K	0.03%	223
2019 Q1	$96K	Hold	6,000	–	–	0.03%	222
2018 Q4	$80K	Buy	+6,000	New	+$93K	0.04%	110

TrustCore Financial Services's JTD Position: Q4 2021 in Review

TrustCore Financial Services sold out of NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND (JTD) in Q4 2021, closing a stake of 8,596 shares — an estimated $136K sold.

TrustCore Financial Services first reported a position in JTD in Q4 2018 and held it in 12 quarters. The position peaked at $155K in Q4 2019. 0 funds tracked by Wall St. Rank hold JTD as of Q4 2021.

TrustCore Financial Services reported no remaining NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position as of Q4 2021 after selling out during the quarter.
TrustCore Financial Services sold 8,596 NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND shares in Q4 2021, an estimated $136K.
TrustCore Financial Services first reported a position in NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND in Q4 2018 and held it in 12 quarters.
TrustCore Financial Services's NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND position peaked at $155K in Q4 2019.
0 funds tracked by Wall St. Rank held NUVEEN TAX-ADVANTAGE DIVIDEND GROWTH FUND as of Q4 2021.

Based on TrustCore Financial Services's 13F filing for Q4 2021, filed 9 Feb 2022.