Weiss Asset Management’s Nuveen Tax-Advantaged Total Return Strategy Fund JTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,631
| Closed | -$199K | – | 618 |
|
|
2018
Q4 | $199K | Buy |
+19,631
| New | +$199K | 0.01% | 324 |
|
|
2017
Q1 | – | Sell |
-10,819
| Closed | -$123K | – | 232 |
|
|
2016
Q4 | $123K | Buy |
+10,819
| New | +$123K | 0.02% | 198 |
|
|
2016
Q1 | – | Sell |
-11,605
| Closed | -$135K | – | 254 |
|
|
2015
Q4 | $135K | Buy |
+11,605
| New | +$135K | 0.03% | 218 |
|