BWP
Baldwin Wealth Partners’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,592
| Closed | -$36.6K | – | 763 |
|
|
2023
Q2 | $36.6K | Hold |
2,592
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $38.1K | Hold |
2,592
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $40.2K | Hold |
2,592
| – | – | ﹤0.01% | 443 |
|
|
2022
Q3 | $35K | Hold |
2,592
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $40K | Hold |
2,592
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $43K | Hold |
2,592
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $46K | Hold |
2,592
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $43K | Hold |
2,592
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $44K | Hold |
2,592
| – | – | ﹤0.01% | 372 |
|
|
2021
Q1 | $42K | Hold |
2,592
| – | – | 0.01% | 359 |
|
|
2020
Q4 | $39K | Hold |
2,592
| – | – | ﹤0.01% | 344 |
|
|
2020
Q3 | $35K | Hold |
2,592
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $35K | Hold |
2,592
| – | – | 0.01% | 334 |
|
|
2020
Q1 | $32K | Hold |
2,592
| – | – | 0.01% | 327 |
|
|
2019
Q4 | $46K | Hold |
2,592
| – | – | 0.01% | 327 |
|
|
2019
Q3 | $46K | Hold |
2,592
| – | – | 0.01% | 321 |
|
|
2019
Q2 | $46K | Hold |
2,592
| – | – | 0.01% | 316 |
|
|
2019
Q1 | $47K | Hold |
2,592
| – | – | 0.01% | 309 |
|
|
2018
Q4 | $42K | Hold |
2,592
| – | – | 0.01% | 304 |
|
|
2018
Q3 | $51K | Hold |
2,592
| – | – | 0.01% | 309 |
|
|
2018
Q2 | $48K | Hold |
2,592
| – | – | 0.01% | 320 |
|
|
2018
Q1 | $46K | Hold |
2,592
| – | – | 0.01% | 308 |
|
|
2017
Q4 | $49K | Buy |
+2,592
| New | +$49K | 0.01% | 299 |
|