Geneos Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $174K | Sell |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $38.1K | Buy |
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|
2024
Q3 | $29.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Sell |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $113K | Hold |
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|
2019
Q3 | $113K | Hold |
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|
2019
Q2 | $111K | Hold |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $125K | Buy |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $94K | Buy |
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|
2017
Q4 | $75K | Buy |
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|
2017
Q3 | $45K | Sell |
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|
2017
Q2 | $73K | Hold |
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|
2017
Q1 | $69K | Buy |
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|
2016
Q4 | $56K | Buy |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $36K | Hold |
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|
2016
Q1 | $36K | Buy |
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