Steward Partners Investment Advisory’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.7K | Sell |
5,225
-250
| -5% | -$4.44K | ﹤0.01% | 2155 |
|
|
2025
Q1 | $92.5K | Hold |
5,475
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q4 | $97.2K | Hold |
5,475
| – | – | ﹤0.01% | 2000 |
|
|
2024
Q3 | $91.9K | Hold |
5,475
| – | – | ﹤0.01% | 1920 |
|
|
2024
Q2 | $89.4K | Hold |
5,475
| – | – | ﹤0.01% | 1834 |
|
|
2024
Q1 | $85.8K | Hold |
5,475
| – | – | ﹤0.01% | 1845 |
|
|
2023
Q4 | $82.3K | Buy |
5,475
+250
| +5% | +$3.76K | ﹤0.01% | 1771 |
|
|
2023
Q3 | $77.4K | Sell |
5,225
-18,950
| -78% | -$281K | ﹤0.01% | 1698 |
|
|
2023
Q2 | $379K | Buy |
24,175
+400
| +2% | +$6.27K | 0.01% | 1039 |
|
|
2023
Q1 | $370K | Sell |
23,775
-7,786
| -25% | -$121K | 0.01% | 1034 |
|
|
2022
Q4 | $509K | Buy |
31,561
+18,684
| +145% | +$301K | 0.01% | 902 |
|
|
2022
Q3 | $193K | Hold |
12,877
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q2 | $202K | Hold |
12,877
| – | – | ﹤0.01% | 1203 |
|
|
2022
Q1 | $231K | Hold |
12,877
| – | – | ﹤0.01% | 1242 |
|
|
2021
Q4 | $240K | Hold |
12,877
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q3 | $220K | Buy |
12,877
+1,170
| +10% | +$20K | ﹤0.01% | 1238 |
|
|
2021
Q2 | $212K | Buy |
11,707
+1,636
| +16% | +$29.6K | ﹤0.01% | 1495 |
|
|
2021
Q1 | $166K | Buy |
10,071
+461
| +5% | +$7.62K | ﹤0.01% | 1378 |
|
|
2020
Q4 | $146K | Hold |
9,610
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q3 | $128K | Buy |
9,610
+3,135
| +48% | +$41.8K | ﹤0.01% | 1122 |
|
|
2020
Q2 | $83K | Hold |
6,475
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q1 | $74K | Hold |
6,475
| – | – | ﹤0.01% | 1113 |
|
|
2019
Q4 | $106K | Hold |
6,475
| – | – | ﹤0.01% | 1115 |
|
|
2019
Q3 | $99K | Hold |
6,475
| – | – | ﹤0.01% | 1097 |
|
|
2019
Q2 | $102K | Buy |
+6,475
| New | +$102K | ﹤0.01% | 1049 |
|
|
2018
Q4 | – | Sell |
-2,568
| Closed | -$43K | – | 1970 |
|
|
2018
Q3 | $43K | Buy |
2,568
+1,475
| +135% | +$24.7K | ﹤0.01% | 1267 |
|
|
2018
Q2 | $18K | Hold |
1,093
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q1 | $18K | Hold |
1,093
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q4 | $18K | Hold |
1,093
| – | – | ﹤0.01% | 1168 |
|
|
2017
Q3 | $17K | Hold |
1,093
| – | – | ﹤0.01% | 987 |
|
|
2017
Q2 | $16K | Buy |
+1,093
| New | +$16K | ﹤0.01% | 934 |
|