Patriot Financial Group Insurance Agency’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 |
-9,389
| Closed | -$97K | – | 2322 |
|
|
2021
Q3 | $97K | Buy |
9,389
+75
| +0.8% | +$792 | 0.02% | 667 |
|
|
2021
Q2 | $97K | Sell |
9,314
-1,353
| -13% | -$13.7K | 0.02% | 638 |
|
|
2021
Q1 | $101K | Hold |
10,667
| – | – | 0.02% | 557 |
|
|
2020
Q4 | $94K | Sell |
10,667
-1,050
| -9% | -$8.73K | 0.02% | 520 |
|
|
2020
Q3 | $91K | Sell |
11,717
-670
| -5% | -$5.25K | 0.03% | 413 |
|
|
2020
Q2 | $96K | Buy |
12,387
+180
| +1% | +$1.36K | 0.04% | 355 |
|
|
2020
Q1 | $86K | Buy |
12,207
+106
| +0.9% | +$1.04K | 0.04% | 344 |
|
|
2019
Q4 | $132K | Buy |
12,101
+91
| +0.8% | +$989 | 0.05% | 294 |
|
|
2019
Q3 | $132K | Hold |
12,010
| – | – | 0.06% | 269 |
|
|
2019
Q2 | $130K | Sell |
12,010
-390
| -3% | -$4.13K | 0.06% | 263 |
|
|
2019
Q1 | $129K | Sell |
12,400
-106
| -0.8% | -$1.08K | 0.07% | 228 |
|
|
2018
Q4 | $115K | Sell |
12,506
-144
| -1% | -$1.43K | 0.08% | 190 |
|
|
2018
Q3 | $138K | Buy |
12,650
+4,155
| +49% | +$46.5K | 0.08% | 153 |
|
|
2018
Q2 | $99K | Hold |
8,495
| – | – | 0.11% | 116 |
|
|
2018
Q1 | $103K | Buy |
8,495
+640
| +8% | +$7.81K | 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% | +$460 | 0.08% | 192 |
|
|
2017
Q2 | $85K | Buy |
6,811
+35
| +0.5% | +$433 | 0.09% | 178 |
|
|
2017
Q1 | $80K | Buy |
6,776
+38
| +0.6% | +$452 | 0.08% | 171 |
|
|
2016
Q4 | $78K | Buy |
+6,738
| New | +$75.9K | 0.11% | 170 |
|
Patriot Financial Group Insurance Agency's JDD Position: Q4 2021 in Review
Patriot Financial Group Insurance Agency sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 9,389 shares — an estimated $97K sold.
Patriot Financial Group Insurance Agency first reported a position in JDD in Q4 2016 and held it in 20 quarters. The position peaked at $138K in Q3 2018. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.
- Patriot Financial Group Insurance Agency reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
- Patriot Financial Group Insurance Agency sold 9,389 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $97K.
- Patriot Financial Group Insurance Agency first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2016 and held it in 20 quarters.
- Patriot Financial Group Insurance Agency's Nuveen Diversified Dividend and Income Fund position peaked at $138K in Q3 2018.
- 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.
Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.