Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.8K | Hold |
1,800
| – | – | ﹤0.01% | 2793 |
|
|
2025
Q1 | $26.1K | Buy |
1,800
+800
| +80% | +$11.6K | ﹤0.01% | 2681 |
|
|
2024
Q4 | $15.1K | Buy |
+1,000
| New | +$15.1K | ﹤0.01% | 2918 |
|
|
2021
Q2 | – | Sell |
-850
| Closed | -$13.8K | – | 7155 |
|
|
2021
Q1 | $13.8K | Buy |
+850
| New | +$13.8K | ﹤0.01% | 2646 |
|
|
2020
Q4 | – | Sell |
-2,788
| Closed | -$38K | – | 2904 |
|
|
2020
Q3 | $38K | Hold |
2,788
| – | – | ﹤0.01% | 1620 |
|
|
2020
Q2 | $38K | Sell |
2,788
-4,276
| -61% | -$58.3K | ﹤0.01% | 1525 |
|
|
2020
Q1 | $88K | Sell |
7,064
-719
| -9% | -$8.96K | ﹤0.01% | 1045 |
|
|
2019
Q4 | $137K | Sell |
7,783
-1,120
| -13% | -$19.7K | ﹤0.01% | 1005 |
|
|
2019
Q3 | $158K | Sell |
8,903
-2,023
| -19% | -$35.9K | 0.01% | 921 |
|
|
2019
Q2 | $192K | Buy |
10,926
+33
| +0.3% | +$580 | 0.01% | 830 |
|
|
2019
Q1 | $196K | Sell |
10,893
-274
| -2% | -$4.93K | 0.01% | 743 |
|
|
2018
Q4 | $180K | Buy |
11,167
+4,199
| +60% | +$67.7K | 0.01% | 715 |
|
|
2018
Q3 | $138K | Hold |
6,968
| – | – | 0.01% | 821 |
|
|
2018
Q2 | $129K | Buy |
6,968
+62
| +0.9% | +$1.15K | 0.01% | 775 |
|
|
2018
Q1 | $122K | Hold |
6,906
| – | – | 0.01% | 726 |
|
|
2017
Q4 | $130K | Buy |
6,906
+67
| +1% | +$1.26K | 0.01% | 598 |
|
|
2017
Q3 | $115K | Buy |
6,839
+53
| +0.8% | +$891 | 0.01% | 517 |
|
|
2017
Q2 | $112K | Buy |
6,786
+54
| +0.8% | +$891 | 0.01% | 479 |
|
|
2017
Q1 | $105K | Buy |
6,732
+5,219
| +345% | +$81.4K | 0.02% | 425 |
|
|
2016
Q4 | $22K | Buy |
+1,513
| New | +$22K | 0.01% | 435 |
|