APWA
JDD
Atlas Private Wealth Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,053
| Closed | -$42K | – | 787 |
|
|
2021
Q3 | $42K | Sell |
4,053
-4,002
| -50% | -$41.5K | 0.02% | 251 |
|
|
2021
Q2 | $84K | Sell |
8,055
-3,000
| -27% | -$31.3K | 0.05% | 181 |
|
|
2021
Q1 | $105K | Sell |
11,055
-4,958
| -31% | -$47.1K | 0.06% | 157 |
|
|
2020
Q4 | $140K | Sell |
16,013
-2,000
| -11% | -$17.5K | 0.09% | 125 |
|
|
2020
Q3 | $140K | Sell |
18,013
-6,000
| -25% | -$46.6K | 0.12% | 116 |
|
|
2020
Q2 | $186K | Buy |
+24,013
| New | +$186K | 0.17% | 114 |
|