Focused Wealth Management’s Nuveen Diversified Dividend and Income Fund JDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-587
| Closed | -$6K | – | 1159 |
|
|
2021
Q3 | $6K | Buy |
587
+8
| +1% | +$84 | ﹤0.01% | 701 |
|
|
2021
Q2 | $6K | Buy |
579
+9
| +2% | +$91 | ﹤0.01% | 705 |
|
|
2021
Q1 | $5K | Hold |
570
| – | – | ﹤0.01% | 730 |
|
|
2020
Q4 | $5K | Buy |
570
+20
| +4% | +$166 | ﹤0.01% | 673 |
|
|
2020
Q3 | $4K | Buy |
550
+10
| +2% | +$78 | ﹤0.01% | 658 |
|
|
2020
Q2 | $4K | Buy |
540
+13
| +2% | +$98 | ﹤0.01% | 629 |
|
|
2020
Q1 | $4K | Buy |
527
+8
| +2% | +$78 | ﹤0.01% | 563 |
|
|
2019
Q4 | $6K | Buy |
519
+7
| +1% | +$76 | ﹤0.01% | 568 |
|
|
2019
Q3 | $6K | Buy |
512
+8
| +2% | +$88 | ﹤0.01% | 557 |
|
|
2019
Q2 | $5K | Buy |
504
+7
| +1% | +$74 | ﹤0.01% | 608 |
|
|
2019
Q1 | $5K | Buy |
497
+10
| +2% | +$102 | ﹤0.01% | 561 |
|
|
2018
Q4 | $4K | Buy |
487
+7
| +1% | +$70 | ﹤0.01% | 570 |
|
|
2018
Q3 | $5K | Buy |
480
+7
| +1% | +$78 | ﹤0.01% | 532 |
|
|
2018
Q2 | $6K | Hold |
473
| – | – | ﹤0.01% | 509 |
|
|
2018
Q1 | $6K | Hold |
473
| – | – | ﹤0.01% | 551 |
|
|
2017
Q4 | $6K | Sell |
473
-337
| -42% | -$4.21K | ﹤0.01% | 536 |
|
|
2017
Q3 | $10K | Buy |
810
+337
| +71% | +$4.3K | ﹤0.01% | 444 |
|
|
2017
Q2 | $6K | Sell |
473
-300
| -39% | -$3.71K | ﹤0.01% | 550 |
|
|
2017
Q1 | $9K | Sell |
773
-1,220
| -61% | -$14.5K | ﹤0.01% | 485 |
|
|
2016
Q4 | $22K | Hold |
1,993
| – | – | 0.01% | 364 |
|
|
2016
Q3 | $23K | Sell |
1,993
-511
| -20% | -$6.12K | 0.01% | 347 |
|
|
2016
Q2 | $29K | Sell |
2,504
-814
| -25% | -$9K | 0.01% | 307 |
|
|
2016
Q1 | $36K | Sell |
3,318
-1,484
| -31% | -$15.2K | 0.02% | 236 |
|
|
2015
Q4 | $52K | Sell |
4,802
-2,884
| -38% | -$31.4K | 0.03% | 203 |
|
|
2015
Q3 | $80K | Sell |
7,686
-1,377
| -15% | -$15.3K | 0.05% | 157 |
|
|
2015
Q2 | $104K | Sell |
9,063
-2,426
| -21% | -$29.7K | 0.06% | 133 |
|
|
2015
Q1 | $140K | Sell |
11,489
-1,453
| -11% | -$17.6K | 0.09% | 118 |
|
|
2014
Q4 | $152K | Sell |
12,942
-1,475
| -10% | -$17.5K | 0.11% | 105 |
|
|
2014
Q3 | $168K | Buy |
14,417
+1,674
| +13% | +$20.3K | 0.13% | 108 |
|
|
2014
Q2 | $156K | Buy |
+12,743
| New | +$153K | 0.12% | 105 |
|
Focused Wealth Management's JDD Position: Q4 2021 in Review
Focused Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 587 shares — an estimated $6K sold.
Focused Wealth Management first reported a position in JDD in Q2 2014 and held it in 30 quarters. The position peaked at $168K in Q3 2014. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.
- Focused Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
- Focused Wealth Management sold 587 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $6K.
- Focused Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q2 2014 and held it in 30 quarters.
- Focused Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $168K in Q3 2014.
- 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.
Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.