Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,367
| Closed | -$346K | – | 1553 |
|
|
2025
Q1 | $346K | Sell |
23,367
-660
| -3% | -$9.76K | ﹤0.01% | 1386 |
|
|
2024
Q4 | $362K | Sell |
24,027
-2,466
| -9% | -$37.1K | ﹤0.01% | 1410 |
|
|
2024
Q3 | $401K | Sell |
26,493
-2,457
| -8% | -$37.2K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $420K | Sell |
28,950
-25,048
| -46% | -$364K | ﹤0.01% | 1306 |
|
|
2024
Q1 | $807K | Hold |
53,998
| – | – | 0.01% | 1005 |
|
|
2023
Q4 | $756K | Buy |
53,998
+2,923
| +6% | +$40.9K | 0.01% | 991 |
|
|
2023
Q3 | $714K | Buy |
51,075
+470
| +0.9% | +$6.57K | 0.01% | 960 |
|
|
2023
Q2 | $729K | Sell |
50,605
-10,970
| -18% | -$158K | 0.01% | 984 |
|
|
2023
Q1 | $922K | Sell |
61,575
-2,727
| -4% | -$40.8K | 0.01% | 829 |
|
|
2022
Q4 | $997K | Sell |
64,302
-1,358
| -2% | -$21.1K | 0.02% | 745 |
|
|
2022
Q3 | $905K | Buy |
65,660
+53,897
| +458% | +$743K | 0.02% | 747 |
|
|
2022
Q2 | $183K | Sell |
11,763
-46,869
| -80% | -$729K | ﹤0.01% | 1446 |
|
|
2022
Q1 | $991K | Buy |
+58,632
| New | +$991K | 0.02% | 740 |
|