Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPXX Stock Details SPXX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-805
Closed -$12K – 4225
2022
Q3 		$12K Hold
805
– – ﹤0.01% 2589
2022
Q2 		$13K Hold
805
– – ﹤0.01% 2430
2022
Q1 		$14K Hold
805
– – ﹤0.01% 2305
2021
Q4 		$15K Buy
+805
New +$15K ﹤0.01% 2146