BWM
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Baystate Wealth Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Baystate Wealth Management’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$12.8K Buy
849
+32
+4% +$482 ﹤0.01% 671
2023
Q3 		$12.1K Buy
+817
New +$12.1K ﹤0.01% 544