Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,249
| Closed | -$153K | – | 1662 |
|
|
2020
Q2 | $153K | Buy |
11,249
+449
| +4% | +$6.11K | 0.01% | 370 |
|
|
2020
Q1 | $144K | Hold |
10,800
| – | – | 0.02% | 346 |
|
|
2019
Q4 | $191K | Hold |
10,800
| – | – | 0.02% | 331 |
|
|
2019
Q3 | $192K | Hold |
10,800
| – | – | 0.02% | 308 |
|
|
2019
Q2 | $190K | Hold |
10,800
| – | – | 0.02% | 296 |
|
|
2019
Q1 | $194K | Buy |
+10,800
| New | +$194K | 0.02% | 285 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$2K | – | 1559 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1173 |
|
|
2017
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1003 |
|