Spire Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,597
| Closed | -$60K | – | 2685 |
|
|
2022
Q1 | $60K | Hold |
3,597
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q4 | $64K | Sell |
3,597
-2,815
| -44% | -$50.1K | ﹤0.01% | 1600 |
|
|
2021
Q3 | $107K | Sell |
6,412
-1,425
| -18% | -$23.8K | ﹤0.01% | 1170 |
|
|
2021
Q2 | $133K | Hold |
7,837
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q1 | $127K | Buy |
+7,837
| New | +$127K | ﹤0.01% | 1285 |
|