Aevitas Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,930
| Closed | -$106K | – | 158 |
|
|
2019
Q1 | $106K | Sell |
5,930
-1
| -0% | -$18 | 0.09% | 133 |
|
|
2018
Q4 | $96K | Hold |
5,931
| – | – | 0.1% | 133 |
|
|
2018
Q3 | $117K | Hold |
5,931
| – | – | 0.11% | 132 |
|
|
2018
Q2 | $110K | Hold |
5,931
| – | – | 0.11% | 131 |
|
|
2018
Q1 | $105K | Hold |
5,931
| – | – | 0.1% | 129 |
|
|
2017
Q4 | $112K | Buy |
+5,931
| New | +$112K | 0.11% | 128 |
|