Spire 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
-900
Closed -$9K 3051
2021
Q3
$9K Hold
900
﹤0.01% 2142
2021
Q2
$9K Hold
900
﹤0.01% 2179
2021
Q1
$9K Buy
+900
New +$8.11K ﹤0.01% 2464

Spire Wealth Management's JDD Position: Q4 2021 in Review

Spire Wealth Management sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 900 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in JDD in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.

  • Spire Wealth Management reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 900 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $9K.
  • Spire Wealth Management first reported a position in Nuveen Diversified Dividend and Income Fund in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Nuveen Diversified Dividend and Income Fund position peaked at $9K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.