Belpointe Asset Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,265
| Closed | -$123K | – | 839 |
|
|
2019
Q4 | $123K | Sell |
11,265
-5,290
| -32% | -$57.8K | 0.02% | 704 |
|
|
2019
Q3 | $182K | Sell |
16,555
-4,625
| -22% | -$50.8K | 0.03% | 492 |
|
|
2019
Q2 | $226K | Sell |
21,180
-1,000
| -5% | -$10.7K | 0.04% | 388 |
|
|
2019
Q1 | $230K | Buy |
22,180
+8,575
| +63% | +$88.9K | 0.04% | 285 |
|
|
2018
Q4 | $126K | Buy |
13,605
+1,800
| +15% | +$16.7K | 0.03% | 435 |
|
|
2018
Q3 | $129K | Buy |
+11,805
| New | +$129K | 0.02% | 576 |
|