Global Retirement Partners’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
-471
Closed -$5K 2045
2021
Q3
$5K Buy
471
+9
+2% +$95 ﹤0.01% 1657
2021
Q2
$5K Buy
462
+9
+2% +$91 ﹤0.01% 1610
2021
Q1
$4K Hold
453
﹤0.01% 1564
2020
Q4
$4K Buy
+453
New +$3.77K ﹤0.01% 1521

Global Retirement Partners's JDD Position: Q4 2021 in Review

Global Retirement Partners sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 471 shares — an estimated $5K sold.

Global Retirement Partners first reported a position in JDD in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.

  • Global Retirement Partners reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 471 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $5K.
  • Global Retirement Partners first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2020 and held it in 4 quarters.
  • Global Retirement Partners's Nuveen Diversified Dividend and Income Fund position peaked at $5K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.