Parisi Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,075
| Closed | -$92K | – | 493 |
|
|
2021
Q2 | $92K | Buy |
+5,075
| New | +$92K | 0.03% | 221 |
|
|
2019
Q2 | – | Sell |
-5,000
| Closed | -$77K | – | 406 |
|
|
2019
Q1 | $77K | Hold |
5,000
| – | – | 0.05% | 161 |
|
|
2018
Q4 | $69K | Hold |
5,000
| – | – | 0.05% | 158 |
|
|
2018
Q3 | $84K | Hold |
5,000
| – | – | 0.05% | 159 |
|
|
2018
Q2 | $83K | Hold |
5,000
| – | – | 0.06% | 161 |
|
|
2018
Q1 | $87K | Hold |
5,000
| – | – | 0.07% | 147 |
|
|
2017
Q4 | $88K | Buy |
+5,000
| New | +$88K | 0.07% | 148 |
|