Concourse Financial Group Securities’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,800
| Closed | -$19K | – | 11263 |
|
|
2021
Q3 | $19K | Hold |
1,800
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q2 | $19K | Hold |
1,800
| – | – | ﹤0.01% | 1671 |
|
|
2021
Q1 | $17K | Hold |
1,800
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q4 | $16K | Sell |
1,800
-6,300
| -78% | -$56K | ﹤0.01% | 1552 |
|
|
2020
Q3 | $65K | Sell |
8,100
-3,130
| -28% | -$25.1K | 0.01% | 953 |
|
|
2020
Q2 | $89K | Hold |
11,230
| – | – | 0.01% | 764 |
|
|
2020
Q1 | $82K | Buy |
11,230
+1,500
| +15% | +$11K | 0.01% | 729 |
|
|
2019
Q4 | $106K | Buy |
+9,730
| New | +$106K | 0.01% | 694 |
|
|
2019
Q3 | – | Sell |
-14,150
| Closed | -$154K | – | 8311 |
|
|
2019
Q2 | $154K | Hold |
14,150
| – | – | 0.02% | 544 |
|
|
2019
Q1 | $149K | Buy |
14,150
+1,100
| +8% | +$11.6K | 0.02% | 572 |
|
|
2018
Q4 | $120K | Buy |
+13,050
| New | +$120K | 0.01% | 591 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 7735 |
|