Chicago Partners Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-26,817
| Closed | -$290K | – | 628 |
|
|
2021
Q3 | $290K | Buy |
26,817
+15,275
| +132% | +$165K | 0.02% | 450 |
|
|
2021
Q2 | $121K | Sell |
11,542
-1,470
| -11% | -$15.4K | 0.01% | 516 |
|
|
2021
Q1 | $131K | Buy |
13,012
+150
| +1% | +$1.51K | 0.01% | 505 |
|
|
2020
Q4 | $114K | Buy |
12,862
+160
| +1% | +$1.42K | 0.01% | 453 |
|
|
2020
Q3 | $97K | Sell |
12,702
-2,935
| -19% | -$22.4K | 0.01% | 395 |
|
|
2020
Q2 | $121K | Hold |
15,637
| – | – | 0.02% | 371 |
|
|
2020
Q1 | $122K | Buy |
15,637
+3,110
| +25% | +$24.3K | 0.02% | 340 |
|
|
2019
Q4 | $140K | Buy |
+12,527
| New | +$140K | 0.02% | 354 |
|