IBEX Wealth Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $162K | Hold |
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|
2022
Q2 | $169K | Hold |
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|
2022
Q1 | $194K | Hold |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $185K | Hold |
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|
2021
Q2 | $196K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $570K | Hold |
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|
2019
Q3 | $533K | Buy |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $364K | Buy |
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