Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,570
| Closed | -$53.8K | – | 1145 |
|
|
2024
Q4 | $53.8K | Hold |
3,570
| – | – | ﹤0.01% | 1122 |
|
|
2024
Q3 | $53K | Sell |
3,570
-133
| -4% | -$1.98K | ﹤0.01% | 1095 |
|
|
2024
Q2 | $51.9K | Buy |
3,703
+66
| +2% | +$925 | ﹤0.01% | 1074 |
|
|
2024
Q1 | $53.3K | Hold |
3,637
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q4 | $50.9K | Buy |
3,637
+401
| +12% | +$5.62K | ﹤0.01% | 724 |
|
|
2023
Q3 | $44.3K | Buy |
3,236
+64
| +2% | +$877 | ﹤0.01% | 783 |
|
|
2023
Q2 | $44.8K | Buy |
3,172
+61
| +2% | +$861 | ﹤0.01% | 789 |
|
|
2023
Q1 | $45.7K | Hold |
3,111
| – | – | ﹤0.01% | 789 |
|
|
2022
Q4 | $48.3K | Buy |
3,111
+119
| +4% | +$1.85K | ﹤0.01% | 634 |
|
|
2022
Q3 | $40K | Buy |
2,992
+54
| +2% | +$722 | ﹤0.01% | 637 |
|
|
2022
Q2 | $44K | Buy |
2,938
+50
| +2% | +$749 | ﹤0.01% | 590 |
|
|
2022
Q1 | $47K | Hold |
2,888
| – | – | ﹤0.01% | 604 |
|
|
2021
Q4 | $51K | Buy |
2,888
+88
| +3% | +$1.55K | ﹤0.01% | 588 |
|
|
2021
Q3 | $46K | Buy |
+2,800
| New | +$46K | ﹤0.01% | 571 |
|