Kestra Advisory Services’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 | $191K | Buy |
13,327
+613
| +5% | +$8.79K | ﹤0.01% | 2653 |
|
|
2025
Q1 | $184K | Sell |
12,714
-7,615
| -37% | -$110K | ﹤0.01% | 2497 |
|
|
2024
Q4 | $306K | Buy |
20,329
+9,583
| +89% | +$144K | ﹤0.01% | 2189 |
|
|
2024
Q3 | $160K | Sell |
10,746
-915
| -8% | -$13.6K | ﹤0.01% | 2406 |
|
|
2024
Q2 | $163K | Buy |
11,661
+256
| +2% | +$3.59K | ﹤0.01% | 2449 |
|
|
2024
Q1 | $167K | Hold |
11,405
| – | – | ﹤0.01% | 2313 |
|
|
2023
Q4 | $160K | Sell |
11,405
-8,617
| -43% | -$121K | ﹤0.01% | 2150 |
|
|
2023
Q3 | $274K | Buy |
20,022
+8,256
| +70% | +$113K | ﹤0.01% | 1724 |
|
|
2023
Q2 | $166K | Buy |
+11,766
| New | +$166K | ﹤0.01% | 1935 |
|