Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,117
| Closed | -$167K | – | 1032 |
|
|
2019
Q4 | $167K | Hold |
10,117
| – | – | 0.01% | 924 |
|
|
2019
Q3 | $156K | Buy |
+10,117
| New | +$156K | 0.01% | 900 |
|
|
2018
Q4 | – | Sell |
-8,117
| Closed | -$137K | – | 2277 |
|
|
2018
Q3 | $137K | Buy |
+8,117
| New | +$137K | 0.01% | 998 |
|
|
2018
Q2 | – | Sell |
-8,117
| Closed | -$139K | – | 2358 |
|
|
2018
Q1 | $139K | Hold |
8,117
| – | – | 0.01% | 1037 |
|
|
2017
Q4 | $141K | Buy |
+8,117
| New | +$141K | 0.01% | 1016 |
|