SDAM
Shulman DeMeo Asset Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Sell |
59,944
-78
| -0.1% | -$1.12K | 0.21% | 35 |
|
|
2025
Q1 | $870K | Sell |
60,022
-462
| -0.8% | -$6.69K | 0.24% | 33 |
|
|
2024
Q4 | $911K | Sell |
60,484
-129
| -0.2% | -$1.94K | 0.25% | 34 |
|
|
2024
Q3 | $900K | Sell |
60,613
-184
| -0.3% | -$2.73K | 0.22% | 37 |
|
|
2024
Q2 | $852K | Sell |
60,797
-47
| -0.1% | -$658 | 0.22% | 35 |
|
|
2024
Q1 | $892K | Sell |
60,844
-116
| -0.2% | -$1.7K | 0.24% | 35 |
|
|
2023
Q4 | $853K | Sell |
60,960
-228
| -0.4% | -$3.19K | 0.24% | 36 |
|
|
2023
Q3 | $838K | Sell |
61,188
-3
| -0% | -$41 | 0.28% | 33 |
|
|
2023
Q2 | $863K | Sell |
61,191
-256
| -0.4% | -$3.61K | 0.26% | 36 |
|
|
2023
Q1 | $902K | Sell |
61,447
-453
| -0.7% | -$6.65K | 0.28% | 35 |
|
|
2022
Q4 | $960K | Sell |
61,900
-511
| -0.8% | -$7.93K | 0.32% | 33 |
|
|
2022
Q3 | $842K | Sell |
62,411
-151
| -0.2% | -$2.04K | 0.3% | 34 |
|
|
2022
Q2 | $956K | Sell |
62,562
-504
| -0.8% | -$7.7K | 0.32% | 32 |
|
|
2022
Q1 | $1.05M | Sell |
63,066
-731
| -1% | -$12.1K | 0.29% | 36 |
|
|
2021
Q4 | $1.13M | Buy |
+63,797
| New | +$1.13M | 0.3% | 36 |
|
|
2021
Q3 | – | Sell |
-67,224
| Closed | -$1.14M | – | 96 |
|
|
2021
Q2 | $1.14M | Sell |
67,224
-796
| -1% | -$13.5K | 0.44% | 17 |
|
|
2021
Q1 | $1.11M | Sell |
68,020
-6,155
| -8% | -$100K | 0.3% | 39 |
|
|
2020
Q4 | $1.13M | Sell |
74,175
-1,901
| -2% | -$28.9K | 0.32% | 36 |
|
|
2020
Q3 | $1.03M | Buy |
76,076
+1,808
| +2% | +$24.5K | 0.34% | 34 |
|
|
2020
Q2 | $1.01M | Sell |
74,268
-641
| -0.9% | -$8.73K | 0.39% | 29 |
|
|
2020
Q1 | $938K | Sell |
74,909
-2,628
| -3% | -$32.9K | 0.44% | 27 |
|
|
2019
Q4 | $1.37M | Sell |
77,537
-3,408
| -4% | -$60.2K | 0.47% | 24 |
|
|
2019
Q3 | $1.44M | Sell |
80,945
-254
| -0.3% | -$4.53K | 0.48% | 23 |
|
|
2019
Q2 | $1.43M | Sell |
81,199
-534
| -0.7% | -$9.4K | 0.53% | 21 |
|
|
2019
Q1 | $1.47M | Sell |
81,733
-2,127
| -3% | -$38.3K | 0.56% | 20 |
|
|
2018
Q4 | $1.35M | Buy |
+83,860
| New | +$1.35M | 0.75% | 14 |
|