Kingsview Wealth Management’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 | $208K | Hold |
14,473
| – | – | ﹤0.01% | 1096 |
|
|
2025
Q1 | $210K | Sell |
14,473
-337
| -2% | -$4.88K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $223K | Hold |
14,810
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q3 | $220K | Sell |
14,810
-1,018
| -6% | -$15.1K | ﹤0.01% | 999 |
|
|
2024
Q2 | $222K | Sell |
15,828
-488
| -3% | -$6.84K | 0.01% | 949 |
|
|
2024
Q1 | $239K | Sell |
16,316
-13,676
| -46% | -$200K | 0.01% | 907 |
|
|
2023
Q4 | $420K | Sell |
29,992
-296
| -1% | -$4.14K | 0.01% | 677 |
|
|
2023
Q3 | $415K | Sell |
30,288
-1,478
| -5% | -$20.2K | 0.01% | 669 |
|
|
2023
Q2 | $448K | Sell |
31,766
-500
| -2% | -$7.06K | 0.02% | 624 |
|
|
2023
Q1 | $474K | Buy |
32,266
+109
| +0.3% | +$1.6K | 0.02% | 590 |
|
|
2022
Q4 | $499K | Sell |
32,157
-1,350
| -4% | -$20.9K | 0.02% | 511 |
|
|
2022
Q3 | $452K | Sell |
33,507
-242
| -0.7% | -$3.27K | 0.02% | 522 |
|
|
2022
Q2 | $516K | Buy |
33,749
+900
| +3% | +$13.8K | 0.02% | 528 |
|
|
2022
Q1 | $546K | Hold |
32,849
| – | – | 0.02% | 548 |
|
|
2021
Q4 | $584K | Sell |
32,849
-148
| -0.4% | -$2.63K | 0.02% | 525 |
|
|
2021
Q3 | $553K | Buy |
32,997
+1,300
| +4% | +$21.8K | 0.03% | 516 |
|
|
2021
Q2 | $542K | Buy |
31,697
+6,153
| +24% | +$105K | 0.03% | 540 |
|
|
2021
Q1 | $416K | Buy |
25,544
+6,020
| +31% | +$98K | 0.02% | 549 |
|
|
2020
Q4 | $297K | Sell |
19,524
-5,000
| -20% | -$76.1K | 0.02% | 554 |
|
|
2020
Q3 | $332K | Sell |
24,524
-966
| -4% | -$13.1K | 0.03% | 453 |
|
|
2020
Q2 | $347K | Sell |
25,490
-16,689
| -40% | -$227K | 0.03% | 413 |
|
|
2020
Q1 | $528K | Buy |
42,179
+30,908
| +274% | +$387K | 0.07% | 259 |
|
|
2019
Q4 | $199K | Buy |
+11,271
| New | +$199K | 0.02% | 444 |
|