Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $25K | Buy |
1,550
+775
| +100% | +$12.5K | ﹤0.01% | 625 |
|
|
2022
Q3 | $12K | Hold |
775
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $12.1K | Hold |
775
| – | – | ﹤0.01% | 637 |
|
|
2022
Q1 | $14K | Buy |
+775
| New | +$14K | ﹤0.01% | 665 |
|
|
2021
Q3 | $13K | Hold |
775
| – | – | ﹤0.01% | 628 |
|
|
2021
Q2 | $14K | Hold |
775
| – | – | 0.01% | 617 |
|
|
2021
Q1 | $13K | Buy |
+775
| New | +$13K | 0.01% | 552 |
|