WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-445
| Closed | -$7K | – | 2116 |
|
|
2014
Q4 | $7K | Buy |
445
+245
| +123% | +$3.85K | ﹤0.01% | 1571 |
|
|
2014
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 1803 |
|
|
2014
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1769 |
|
|
2014
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1756 |
|
|
2013
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1912 |
|
|
2013
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 1882 |
|