Shulman DeMeo Asset Management’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $817K | Sell |
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|
2025
Q2 | $830K | Sell |
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|
2025
Q1 | $792K | Sell |
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|
2024
Q4 | $836K | Sell |
|
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|
2024
Q3 | $791K | Sell |
|
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $740K | Sell |
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|
2023
Q4 | $713K | Sell |
|
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|
2023
Q3 | $707K | Sell |
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|
2023
Q2 | $749K | Sell |
|
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|
2023
Q1 | $748K | Sell |
|
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|
2022
Q4 | $779K | Sell |
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|
2022
Q3 | $732K | Sell |
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|
2022
Q2 | $768K | Sell |
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|
2022
Q1 | $886K | Sell |
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|
2021
Q4 | $979K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $983K | Sell |
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|
2021
Q1 | $917K | Sell |
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|
2020
Q4 | $899K | Sell |
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|
2020
Q3 | $819K | Buy |
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|
2020
Q2 | $789K | Sell |
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|
2020
Q1 | $717K | Sell |
|
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|
2019
Q4 | $1.05M | Sell |
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|
2019
Q3 | $987K | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $999K | Sell |
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|
2018
Q4 | $919K | Buy |
|