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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-13,401
Closed -$185K 871
2016
Q3
$185K Sell
13,401
-3,975
-23% -$54.9K 0.02% 662
2016
Q2
$235K Buy
+17,376
New +$235K 0.03% 550