Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-845
| Closed | -$9K | – | 1050 |
|
|
2019
Q3 | $9K | Buy |
845
+16
| +2% | +$170 | ﹤0.01% | 827 |
|
|
2019
Q2 | $9K | Buy |
829
+17
| +2% | +$185 | ﹤0.01% | 802 |
|
|
2019
Q1 | $8K | Hold |
812
| – | – | ﹤0.01% | 851 |
|
|
2018
Q4 | $7K | Buy |
812
+38
| +5% | +$328 | ﹤0.01% | 821 |
|
|
2018
Q3 | $8K | Buy |
774
+16
| +2% | +$165 | ﹤0.01% | 883 |
|
|
2018
Q2 | $9K | Buy |
758
+16
| +2% | +$190 | ﹤0.01% | 865 |
|
|
2018
Q1 | $9K | Buy |
+742
| New | +$9K | ﹤0.01% | 840 |
|
|
2015
Q1 | $7K | Hold |
552
| – | – | ﹤0.01% | 856 |
|
|
2014
Q4 | $6K | Buy |
552
+24
| +5% | +$261 | ﹤0.01% | 911 |
|
|
2014
Q3 | $6K | Buy |
528
+11
| +2% | +$125 | ﹤0.01% | 831 |
|
|
2014
Q2 | $6K | Buy |
517
+11
| +2% | +$128 | ﹤0.01% | 835 |
|
|
2014
Q1 | $6K | Hold |
506
| – | – | ﹤0.01% | 658 |
|
|
2013
Q4 | $6K | Buy |
506
+22
| +5% | +$261 | ﹤0.01% | 660 |
|
|
2013
Q3 | $5K | Buy |
+484
| New | +$5K | ﹤0.01% | 647 |
|