Carson Wealth (CWM LLC)’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-250
| Closed | -$4K | – | 4951 |
|
|
2024
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 4168 |
|
|
2024
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 3940 |
|
|
2024
Q1 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 3743 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | – | – | 4231 |
|
|
2023
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4207 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | – | – | 4093 |
|
|
2022
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4003 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 3943 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3827 |
|
|
2022
Q1 | – | Sell |
-7,871
| Closed | -$140K | – | 3566 |
|
|
2021
Q4 | $140K | Buy |
+7,871
| New | +$140K | ﹤0.01% | 1169 |
|
|
2021
Q2 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q1 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q4 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q3 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q2 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q1 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q4 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q3 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q2 | $134K | Hold |
7,871
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q1 | $134K | Buy |
7,871
+7,196
| +1,066% | +$123K | ﹤0.01% | 1030 |
|
|
2018
Q4 | $11K | Buy |
+675
| New | +$11K | ﹤0.01% | 1292 |
|