SDAM
Shulman DeMeo Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
46,784
-75
| -0.2% | -$1.33K | 0.21% | 36 |
|
|
2025
Q1 | $792K | Sell |
46,859
-223
| -0.5% | -$3.77K | 0.22% | 39 |
|
|
2024
Q4 | $836K | Sell |
47,082
-40
| -0.1% | -$710 | 0.23% | 36 |
|
|
2024
Q3 | $791K | Sell |
47,122
-37
| -0.1% | -$621 | 0.19% | 43 |
|
|
2024
Q2 | $770K | Sell |
47,159
-55
| -0.1% | -$898 | 0.2% | 40 |
|
|
2024
Q1 | $740K | Sell |
47,214
-208
| -0.4% | -$3.26K | 0.2% | 42 |
|
|
2023
Q4 | $713K | Sell |
47,422
-281
| -0.6% | -$4.23K | 0.2% | 41 |
|
|
2023
Q3 | $707K | Sell |
47,703
-41
| -0.1% | -$608 | 0.24% | 39 |
|
|
2023
Q2 | $749K | Sell |
47,744
-294
| -0.6% | -$4.61K | 0.22% | 39 |
|
|
2023
Q1 | $748K | Sell |
48,038
-317
| -0.7% | -$4.94K | 0.24% | 42 |
|
|
2022
Q4 | $779K | Sell |
48,355
-431
| -0.9% | -$6.95K | 0.26% | 38 |
|
|
2022
Q3 | $732K | Sell |
48,786
-229
| -0.5% | -$3.44K | 0.26% | 36 |
|
|
2022
Q2 | $768K | Sell |
49,015
-306
| -0.6% | -$4.8K | 0.25% | 39 |
|
|
2022
Q1 | $886K | Sell |
49,321
-3,296
| -6% | -$59.2K | 0.25% | 40 |
|
|
2021
Q4 | $979K | Buy |
+52,617
| New | +$979K | 0.26% | 40 |
|
|
2021
Q3 | – | Sell |
-54,302
| Closed | -$983K | – | 126 |
|
|
2021
Q2 | $983K | Sell |
54,302
-1,194
| -2% | -$21.6K | 0.38% | 19 |
|
|
2021
Q1 | $917K | Sell |
55,496
-3,483
| -6% | -$57.6K | 0.25% | 46 |
|
|
2020
Q4 | $899K | Sell |
58,979
-2,476
| -4% | -$37.7K | 0.26% | 44 |
|
|
2020
Q3 | $819K | Buy |
61,455
+41
| +0.1% | +$546 | 0.27% | 39 |
|
|
2020
Q2 | $789K | Sell |
61,414
-490
| -0.8% | -$6.3K | 0.31% | 37 |
|
|
2020
Q1 | $717K | Sell |
61,904
-1,919
| -3% | -$22.2K | 0.33% | 36 |
|
|
2019
Q4 | $1.05M | Sell |
63,823
-266
| -0.4% | -$4.38K | 0.36% | 32 |
|
|
2019
Q3 | $987K | Sell |
64,089
-466
| -0.7% | -$7.18K | 0.33% | 35 |
|
|
2019
Q2 | $1.02M | Buy |
64,555
+44
| +0.1% | +$695 | 0.38% | 31 |
|
|
2019
Q1 | $999K | Sell |
64,511
-962
| -1% | -$14.9K | 0.38% | 29 |
|
|
2018
Q4 | $919K | Buy |
+65,473
| New | +$919K | 0.51% | 19 |
|