NewEdge Advisors’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$46.9K Hold
2,643
﹤0.01% 2682
2025
Q1
$44.7K Hold
2,643
﹤0.01% 2587
2024
Q4
$46.9K Hold
2,643
﹤0.01% 2542
2024
Q3
$44.4K Sell
2,643
-1,200
-31% -$20.1K ﹤0.01% 2475
2024
Q2
$62.8K Hold
3,843
﹤0.01% 2273
2024
Q1
$60.2K Hold
3,843
﹤0.01% 2250
2023
Q4
$57.8K Hold
3,843
﹤0.01% 2186
2023
Q3
$57K Hold
3,843
﹤0.01% 2057
2023
Q2
$60.3K Buy
3,843
+583
+18% +$9.14K ﹤0.01% 2031
2023
Q1
$50.8K Sell
3,260
-300
-8% -$4.67K ﹤0.01% 1988
2022
Q4
$4.89K Buy
+3,560
New +$4.89K ﹤0.01% 2602
2019
Q4
Sell
-14,140
Closed -$218K 866
2019
Q3
$218K Sell
14,140
-185
-1% -$2.85K 0.01% 732
2019
Q2
$226K Sell
14,325
-1,558
-10% -$24.6K 0.01% 593
2019
Q1
$246K Sell
15,883
-13,929
-47% -$216K 0.02% 578
2018
Q4
$419 Sell
29,812
-14,893
-33% -$209 0.03% 411
2018
Q3
$756K Buy
44,705
+30,890
+224% +$522K 0.06% 273
2018
Q2
$233 Sell
13,815
-4
-0% 0.02% 476
2018
Q1
$239K Buy
13,819
+239
+2% +$4.13K 0.03% 415
2017
Q4
$239K Buy
13,580
+702
+5% +$12.4K 0.03% 357
2017
Q3
$202K Sell
12,878
-1,800
-12% -$28.2K 0.03% 359
2017
Q2
$224K Buy
14,678
+3,870
+36% +$59.1K 0.04% 297
2017
Q1
$161K Buy
+10,808
New +$161K 0.04% 262