Steward Partners Investment Advisory’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 |
-13,907
| Closed | -$144K | – | 3425 |
|
|
2021
Q3 | $144K | Hold |
13,907
| – | – | ﹤0.01% | 1412 |
|
|
2021
Q2 | $145K | Sell |
13,907
-12,365
| -47% | -$126K | ﹤0.01% | 1815 |
|
|
2021
Q1 | $249K | Buy |
26,272
+23,147
| +741% | +$209K | ﹤0.01% | 1194 |
|
|
2020
Q4 | $27K | Hold |
3,125
| – | – | ﹤0.01% | 1960 |
|
|
2020
Q3 | $24K | Buy |
3,125
+1,125
| +56% | +$8.82K | ﹤0.01% | 1833 |
|
|
2020
Q2 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 1886 |
|
|
2020
Q1 | $14K | Hold |
2,000
| – | – | ﹤0.01% | 1749 |
|
|
2019
Q4 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 1760 |
|
|
2019
Q3 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q2 | $21K | Buy |
+2,000
| New | +$21.2K | ﹤0.01% | 1699 |
|
|
2018
Q4 | – | Sell |
-2,300
| Closed | -$25K | – | 2610 |
|
|
2018
Q3 | $25K | Sell |
2,300
-700
| -23% | -$7.84K | ﹤0.01% | 1474 |
|
|
2018
Q2 | $35K | Hold |
3,000
| – | – | ﹤0.01% | 1249 |
|
|
2018
Q1 | $36K | Hold |
3,000
| – | – | ﹤0.01% | 1120 |
|
|
2017
Q4 | $36K | Buy |
+3,000
| New | +$37.5K | ﹤0.01% | 944 |
|
Steward Partners Investment Advisory's JDD Position: Q4 2021 in Review
Steward Partners Investment Advisory sold out of Nuveen Diversified Dividend and Income Fund (JDD) in Q4 2021, closing a stake of 13,907 shares — an estimated $144K sold.
Steward Partners Investment Advisory first reported a position in JDD in Q4 2017 and held it in 14 quarters. The position peaked at $249K in Q1 2021. 0 funds tracked by Wall St. Rank hold JDD as of Q4 2021.
- Steward Partners Investment Advisory reported no remaining Nuveen Diversified Dividend and Income Fund position as of Q4 2021 after selling out during the quarter.
- Steward Partners Investment Advisory sold 13,907 Nuveen Diversified Dividend and Income Fund shares in Q4 2021, an estimated $144K.
- Steward Partners Investment Advisory first reported a position in Nuveen Diversified Dividend and Income Fund in Q4 2017 and held it in 14 quarters.
- Steward Partners Investment Advisory's Nuveen Diversified Dividend and Income Fund position peaked at $249K in Q1 2021.
- 0 funds tracked by Wall St. Rank held Nuveen Diversified Dividend and Income Fund as of Q4 2021.
Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.