Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$25K | – | 4521 |
|
|
2017
Q2 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 3008 |
|
|
2017
Q1 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 2994 |
|
|
2016
Q4 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 3000 |
|
|
2016
Q3 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 2953 |
|
|
2016
Q2 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 2683 |
|
|
2016
Q1 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 2691 |
|
|
2015
Q4 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 2759 |
|
|
2015
Q3 | $21K | Buy |
+2,000
| New | +$21K | ﹤0.01% | 2691 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$24K | – | 3996 |
|
|
2015
Q1 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 2580 |
|
|
2014
Q4 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 2519 |
|
|
2014
Q3 | $23K | Hold |
2,000
| – | – | ﹤0.01% | 2447 |
|
|
2014
Q2 | $25K | Buy |
+2,000
| New | +$25K | ﹤0.01% | 2341 |
|
|
2013
Q3 | – | Sell |
-1,320
| Closed | -$16K | – | 3556 |
|
|
2013
Q2 | $16K | Buy |
+1,320
| New | +$16K | ﹤0.01% | 2076 |
|