Western Wealth Management’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 | $255K | Buy |
+14,368
| New | +$255K | 0.02% | 605 |
|
|
2024
Q4 | – | Sell |
-10,259
| Closed | -$172K | – | 746 |
|
|
2024
Q3 | $172K | Buy |
10,259
+28
| +0.3% | +$470 | 0.01% | 723 |
|
|
2024
Q2 | $167K | Sell |
10,231
-3,366
| -25% | -$55K | 0.01% | 637 |
|
|
2024
Q1 | $213K | Hold |
13,597
| – | – | 0.02% | 611 |
|
|
2023
Q4 | $204K | Buy |
13,597
+60
| +0.4% | +$902 | 0.01% | 657 |
|
|
2023
Q3 | $201K | Sell |
13,537
-3,072
| -18% | -$45.5K | 0.02% | 617 |
|
|
2023
Q2 | $260K | Buy |
16,609
+771
| +5% | +$12.1K | 0.02% | 542 |
|
|
2023
Q1 | $247K | Hold |
15,838
| – | – | 0.02% | 548 |
|
|
2022
Q4 | $255K | Sell |
15,838
-15,732
| -50% | -$254K | 0.03% | 510 |
|
|
2022
Q3 | $475K | Buy |
31,570
+6
| +0% | +$90 | 0.03% | 502 |
|
|
2022
Q2 | $493K | Buy |
31,564
+44
| +0.1% | +$687 | 0.03% | 479 |
|
|
2022
Q1 | $566K | Buy |
31,520
+15,260
| +94% | +$274K | 0.03% | 496 |
|
|
2021
Q4 | $302K | Buy |
+16,260
| New | +$302K | 0.03% | 470 |
|
|
2021
Q2 | $203K | Buy |
11,246
+19
| +0.2% | +$343 | 0.02% | 601 |
|
|
2021
Q1 | $186K | Buy |
+11,227
| New | +$186K | 0.03% | 503 |
|