B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
+28,414
| New | +$407K | 0.02% | 592 |
|
|
2024
Q4 | $664K | Sell |
44,097
-2,742
| -6% | -$41.3K | 0.02% | 589 |
|
|
2024
Q3 | $697K | Sell |
46,839
-1,383
| -3% | -$20.6K | 0.02% | 609 |
|
|
2024
Q2 | $689K | Buy |
48,222
+3,298
| +7% | +$47.1K | 0.02% | 675 |
|
|
2024
Q1 | $628K | Sell |
44,924
-6,401
| -12% | -$89.5K | 0.02% | 689 |
|
|
2023
Q4 | $719K | Buy |
51,325
+6,401
| +14% | +$89.6K | 0.02% | 649 |
|
|
2023
Q3 | $628K | Buy |
44,924
+1,339
| +3% | +$18.7K | 0.02% | 689 |
|
|
2023
Q2 | $627K | Buy |
43,585
+3,590
| +9% | +$51.7K | 0.01% | 754 |
|
|
2023
Q1 | $599K | Buy |
39,995
+3,308
| +9% | +$49.5K | 0.02% | 733 |
|
|
2022
Q4 | $569K | Buy |
36,687
+12,440
| +51% | +$193K | 0.02% | 740 |
|
|
2022
Q3 | $328K | Buy |
+24,247
| New | +$328K | 0.01% | 950 |
|
|
2015
Q1 | – | Sell |
-6,820
| Closed | -$105 | – | 897 |
|
|
2014
Q4 | $105 | Buy |
+6,820
| New | +$105 | ﹤0.01% | 1692 |
|