Fortem Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
58,419
+3,886
| +7% | +$68.9K | 0.33% | 72 |
|
|
2025
Q1 | $922K | Buy |
54,533
+16,529
| +43% | +$279K | 0.36% | 79 |
|
|
2024
Q4 | $675K | Hold |
38,004
| – | – | 0.26% | 101 |
|
|
2024
Q3 | $638K | Hold |
38,004
| – | – | 0.26% | 104 |
|
|
2024
Q2 | $621K | Buy |
38,004
+8,213
| +28% | +$134K | 0.27% | 100 |
|
|
2024
Q1 | $467K | Buy |
29,791
+1,344
| +5% | +$21.1K | 0.2% | 117 |
|
|
2023
Q4 | $428K | Buy |
+28,447
| New | +$428K | 0.21% | 113 |
|
|
2021
Q1 | – | Sell |
-6,300
| Closed | -$96K | – | 400 |
|
|
2020
Q4 | $96K | Buy |
+6,300
| New | +$96K | 0.06% | 182 |
|