Atlas Private Wealth Advisors’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,053
Closed -$42K 773
2021
Q3
$42K Sell
4,053
-4,002
-50% -$42.2K 0.02% 251
2021
Q2
$84K Sell
8,055
-3,000
-27% -$30.5K 0.05% 181
2021
Q1
$105K Sell
11,055
-4,958
-31% -$44.7K 0.06% 157
2020
Q4
$140K Sell
16,013
-2,000
-11% -$16.6K 0.09% 125
2020
Q3
$140K Sell
18,013
-6,000
-25% -$47K 0.12% 116
2020
Q2
$186K Buy
+24,013
New +$181K 0.17% 114

Atlas Private Wealth Advisors's JDD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 4,053 shares — an estimated $42K sold.

Atlas Private Wealth Advisors first reported a position in JDD in Q2 2020 and held it in 6 quarters. The position peaked at $186K in Q2 2020. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 4,053 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $42K.
  • Atlas Private Wealth Advisors first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Nuveen Diversified Dividend and Income Fund position peaked at $186K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.