Caldwell Trust’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-114
2021
Q3
$1.18K Hold
114
2021
Q2
$1.19K Hold
114
2021
Q1
$1.08K Hold
114
2020
Q4
$1K Hold
114
2020
Q3
$886 Hold
114
2020
Q2
$881 Hold
114
2020
Q1
$803 Buy
+114