SOA Wealth Advisors’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 | $17.3K | Buy |
1,208
+25
| +2% | +$359 | ﹤0.01% | 529 |
|
|
2025
Q1 | $17.1K | Hold |
1,183
| – | – | ﹤0.01% | 494 |
|
|
2024
Q4 | $17.8K | Buy |
1,183
+45
| +4% | +$678 | ﹤0.01% | 470 |
|
|
2024
Q3 | $16.9K | Buy |
1,138
+22
| +2% | +$327 | ﹤0.01% | 474 |
|
|
2024
Q2 | $15.6K | Buy |
1,116
+22
| +2% | +$308 | ﹤0.01% | 476 |
|
|
2024
Q1 | $16K | Buy |
1,094
+22
| +2% | +$322 | ﹤0.01% | 469 |
|
|
2023
Q4 | $15K | Buy |
1,072
+22
| +2% | +$308 | ﹤0.01% | 471 |
|
|
2023
Q3 | $14.4K | Buy |
1,050
+21
| +2% | +$288 | ﹤0.01% | 476 |
|
|
2023
Q2 | $14.5K | Buy |
1,029
+19
| +2% | +$268 | ﹤0.01% | 482 |
|
|
2023
Q1 | $14.8K | Buy |
1,010
+19
| +2% | +$279 | ﹤0.01% | 475 |
|
|
2022
Q4 | $15.4K | Buy |
991
+20
| +2% | +$310 | ﹤0.01% | 451 |
|
|
2022
Q3 | $13K | Buy |
971
+18
| +2% | +$241 | ﹤0.01% | 463 |
|
|
2022
Q2 | $14K | Buy |
953
+15
| +2% | +$220 | ﹤0.01% | 442 |
|
|
2022
Q1 | $15K | Buy |
938
+15
| +2% | +$240 | ﹤0.01% | 512 |
|
|
2021
Q4 | $16K | Buy |
923
+14
| +2% | +$243 | ﹤0.01% | 484 |
|
|
2021
Q3 | $15K | Buy |
909
+14
| +2% | +$231 | ﹤0.01% | 501 |
|
|
2021
Q2 | $15K | Sell |
895
-303
| -25% | -$5.08K | ﹤0.01% | 500 |
|
|
2021
Q1 | $19K | Hold |
1,198
| – | – | 0.01% | 413 |
|
|
2020
Q4 | $18K | Buy |
+1,198
| New | +$18K | ﹤0.01% | 423 |
|