Advocacy Wealth Management Services’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-300
| Closed | -$5K | – | 197 |
|
|
2022
Q1 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 122 |
|
|
2017
Q2 | – | Sell |
-245
| Closed | -$4K | – | 299 |
|
|
2017
Q1 | $4K | Sell |
245
-15,570
| -98% | -$254K | ﹤0.01% | 273 |
|
|
2016
Q4 | $228K | Sell |
15,815
-90,610
| -85% | -$1.31M | 0.07% | 34 |
|
|
2016
Q3 | $1.46M | Sell |
106,425
-29,469
| -22% | -$405K | 0.57% | 25 |
|
|
2016
Q2 | $1.84M | Sell |
135,894
-12,748
| -9% | -$172K | 0.93% | 24 |
|
|
2016
Q1 | $1.98M | Sell |
148,642
-10,928
| -7% | -$146K | 1.37% | 22 |
|
|
2015
Q4 | $2.15M | Buy |
+159,570
| New | +$2.15M | 2.43% | 7 |
|