Geneos 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 |
|
|||||
|
2021
Q3 | $121K | Buy |
|
|||||
|
2021
Q2 | $123K | Buy |
|
|||||
|
2021
Q1 | $115K | Sell |
|
|||||
|
2020
Q4 | $110K | Sell |
|
|||||
|
2020
Q3 | $104K | Sell |
|
|||||
|
2020
Q2 | $126K | Sell |
|
|||||
|
2020
Q1 | $145K | Buy |
|
|||||
|
2019
Q4 | $231K | Buy |
|
|||||
|
2019
Q3 | $231K | Buy |
|
|||||
|
2019
Q2 | $214K | Buy |
|
|||||
|
2019
Q1 | $177K | Buy |
|
|||||
|
2018
Q4 | $146K | Sell |
|
|||||
|
2018
Q3 | $292K | Buy |
|
|||||
|
2018
Q2 | $95K | Sell |
|
|||||
|
2018
Q1 | $279K | Sell |
|
|||||
|
2017
Q4 | $368K | Buy |
|
|||||
|
2017
Q3 | $312K | Buy |
|
|||||
|
2017
Q2 | $261K | Buy |
|
|||||
|
2017
Q1 | $206K | Buy |
|
|||||
|
2016
Q4 | $183K | Sell |
|
|||||
|
2016
Q3 | $196K | Hold |
|
|||||
|
2016
Q2 | $197K | Buy |
|
|||||
|
2016
Q1 | $182K | Buy |
|