Integrated Wealth Concepts’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Sell |
67,692
-529
| -0.8% | -$7.59K | 0.01% | 932 |
|
|
2025
Q1 | $989K | Sell |
68,221
-4,450
| -6% | -$64.5K | 0.01% | 837 |
|
|
2024
Q4 | $1.09M | Sell |
72,671
-3,725
| -5% | -$56.1K | 0.01% | 772 |
|
|
2024
Q3 | $1.13M | Buy |
76,396
+1,360
| +2% | +$20.2K | 0.01% | 744 |
|
|
2024
Q2 | $1.05M | Sell |
75,036
-5,725
| -7% | -$80.2K | 0.01% | 738 |
|
|
2024
Q1 | $1.18M | Sell |
80,761
-3,899
| -5% | -$57.2K | 0.02% | 687 |
|
|
2023
Q4 | $1.19M | Sell |
84,660
-10,228
| -11% | -$143K | 0.02% | 656 |
|
|
2023
Q3 | $1.3M | Sell |
94,888
-2,512
| -3% | -$34.4K | 0.02% | 586 |
|
|
2023
Q2 | $1.37M | Sell |
97,400
-4,252
| -4% | -$60K | 0.02% | 574 |
|
|
2023
Q1 | $1.49M | Sell |
101,652
-595
| -0.6% | -$8.73K | 0.03% | 490 |
|
|
2022
Q4 | $1.59M | Sell |
102,247
-429
| -0.4% | -$6.65K | 0.04% | 371 |
|
|
2022
Q3 | $1.39M | Buy |
102,676
+7,734
| +8% | +$104K | 0.04% | 348 |
|
|
2022
Q2 | $1.45M | Buy |
+94,942
| New | +$1.45M | 0.05% | 346 |
|