BWA
BDO Wealth Advisors’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
Q2 | $253K | Sell |
17,901
-598
| -3% | -$8.44K | 0.03% | 232 |
|
|
2023
Q1 | $272K | Sell |
18,499
-5,902
| -24% | -$86.6K | 0.03% | 218 |
|
|
2022
Q4 | $378K | Sell |
24,401
-4,933
| -17% | -$76.5K | 0.05% | 196 |
|
|
2022
Q3 | $396K | Hold |
29,334
| – | – | 0.05% | 190 |
|
|
2022
Q2 | $448K | Hold |
29,334
| – | – | 0.06% | 184 |
|
|
2022
Q1 | $487K | Hold |
29,334
| – | – | 0.05% | 184 |
|
|
2021
Q4 | $521K | Sell |
29,334
-2,162
| -7% | -$38.4K | 0.06% | 181 |
|
|
2021
Q3 | $528K | Sell |
31,496
-421
| -1% | -$7.06K | 0.06% | 177 |
|
|
2021
Q2 | $543K | Sell |
31,917
-163
| -0.5% | -$2.77K | 0.06% | 176 |
|
|
2021
Q1 | $521K | Buy |
+32,080
| New | +$521K | 0.06% | 173 |
|