Institute for 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 | $422K | Hold |
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|
2025
Q2 | $406K | Hold |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $422K | Hold |
|
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $476K | Sell |
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|
2022
Q4 | $504K | Hold |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $545K | Hold |
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|
2021
Q4 | $583K | Sell |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $561K | Sell |
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|
2021
Q1 | $536K | Sell |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $482K | Hold |
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|
2020
Q2 | $485K | Hold |
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|
2020
Q1 | $446K | Sell |
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|
2019
Q4 | $765K | Hold |
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|
2019
Q3 | $771K | Hold |
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|
2019
Q2 | $762K | Hold |
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|
2019
Q1 | $779K | Sell |
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|
2018
Q4 | $698K | Sell |
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|
2018
Q3 | $940K | Sell |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $981K | Sell |
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|
2017
Q2 | $956K | Buy |
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