Bank of Montreal’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252K | Buy |
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|
2025
Q2 | $220K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $206K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $190K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $540K | Sell |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $358K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $339K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $28K | Buy |
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