NewEdge Advisors’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 | $726K | Buy |
50,625
+18,402
| +57% | +$264K | ﹤0.01% | 1463 |
|
2025
Q1 | $467K | Buy |
32,223
+4,436
| +16% | +$64.3K | ﹤0.01% | 1622 |
|
2024
Q4 | $418K | Sell |
27,787
-16
| -0.1% | -$241 | ﹤0.01% | 1663 |
|
2024
Q3 | $413K | Buy |
27,803
+1,174
| +4% | +$17.4K | ﹤0.01% | 1586 |
|
2024
Q2 | $373K | Buy |
26,629
+5,403
| +25% | +$75.7K | ﹤0.01% | 1589 |
|
2024
Q1 | $311K | Buy |
21,226
+3,363
| +19% | +$49.3K | ﹤0.01% | 1621 |
|
2023
Q4 | $256K | Buy |
17,863
+14,933
| +510% | +$214K | ﹤0.01% | 1612 |
|
2023
Q3 | $40.1K | Hold |
2,930
| – | – | ﹤0.01% | 2155 |
|
2023
Q2 | $41.3K | Hold |
2,930
| – | – | ﹤0.01% | 2148 |
|
2023
Q1 | $43K | Sell |
2,930
-4,473
| -60% | -$65.7K | ﹤0.01% | 2061 |
|
2022
Q4 | $115 | Buy |
+7,403
| New | +$115 | ﹤0.01% | 3357 |
|
2019
Q2 | – | Sell |
-18,885
| Closed | -$340K | – | 668 |
|
2019
Q1 | $340K | Buy |
18,885
+569
| +3% | +$10.2K | 0.02% | 489 |
|
2018
Q4 | $295 | Sell |
18,316
-3,039
| -14% | -$49 | 0.02% | 484 |
|
2018
Q3 | $423K | Buy |
+21,355
| New | +$423K | 0.03% | 404 |
|