Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,389
| Closed | -$97K | – | 2324 |
|
|
2021
Q3 | $97K | Buy |
9,389
+75
| +0.8% | +$775 | 0.02% | 667 |
|
|
2021
Q2 | $97K | Sell |
9,314
-1,353
| -13% | -$14.1K | 0.02% | 638 |
|
|
2021
Q1 | $101K | Hold |
10,667
| – | – | 0.02% | 557 |
|
|
2020
Q4 | $94K | Sell |
10,667
-1,050
| -9% | -$9.25K | 0.02% | 520 |
|
|
2020
Q3 | $91K | Sell |
11,717
-670
| -5% | -$5.2K | 0.03% | 413 |
|
|
2020
Q2 | $96K | Buy |
12,387
+180
| +1% | +$1.4K | 0.04% | 355 |
|
|
2020
Q1 | $86K | Buy |
12,207
+106
| +0.9% | +$747 | 0.04% | 344 |
|
|
2019
Q4 | $132K | Buy |
12,101
+91
| +0.8% | +$993 | 0.05% | 294 |
|
|
2019
Q3 | $132K | Hold |
12,010
| – | – | 0.06% | 269 |
|
|
2019
Q2 | $130K | Sell |
12,010
-390
| -3% | -$4.22K | 0.06% | 263 |
|
|
2019
Q1 | $129K | Sell |
12,400
-106
| -0.8% | -$1.1K | 0.07% | 228 |
|
|
2018
Q4 | $115K | Sell |
12,506
-144
| -1% | -$1.32K | 0.08% | 190 |
|
|
2018
Q3 | $138K | Buy |
12,650
+4,155
| +49% | +$45.3K | 0.08% | 153 |
|
|
2018
Q2 | $99K | Hold |
8,495
| – | – | 0.11% | 116 |
|
|
2018
Q1 | $103K | Buy |
8,495
+640
| +8% | +$7.76K | 0.08% | 209 |
|
|
2017
Q4 | $98K | Buy |
7,855
+1,008
| +15% | +$12.6K | 0.07% | 216 |
|
|
2017
Q3 | $88K | Buy |
6,847
+36
| +0.5% | +$463 | 0.08% | 192 |
|
|
2017
Q2 | $85K | Buy |
6,811
+35
| +0.5% | +$437 | 0.09% | 178 |
|
|
2017
Q1 | $80K | Buy |
6,776
+38
| +0.6% | +$449 | 0.08% | 171 |
|
|
2016
Q4 | $78K | Buy |
+6,738
| New | +$78K | 0.11% | 170 |
|