Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-600
| Closed | -$8K | – | 597 |
|
|
2016
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 394 |
|
|
2015
Q4 | $9K | Hold |
600
| – | – | ﹤0.01% | 384 |
|
|
2015
Q3 | $8K | Sell |
600
-667
| -53% | -$8.89K | ﹤0.01% | 373 |
|
|
2015
Q2 | $19K | Sell |
1,267
-1,500
| -54% | -$22.5K | 0.01% | 335 |
|
|
2015
Q1 | $42K | Hold |
2,767
| – | – | 0.01% | 219 |
|
|
2014
Q4 | $43K | Buy |
+2,767
| New | +$43K | 0.02% | 204 |
|