WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $10K | Hold |
600
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q1 | $9K | Buy |
+600
| New | +$9K | ﹤0.01% | 1098 |
|
|
2016
Q1 | – | Sell |
-550
| Closed | -$8K | – | 1547 |
|
|
2015
Q4 | $8K | Hold |
550
| – | – | ﹤0.01% | 1122 |
|
|
2015
Q3 | $7K | Hold |
550
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q2 | $8K | Hold |
550
| – | – | ﹤0.01% | 1235 |
|
|
2015
Q1 | $8K | Sell |
550
-4,001
| -88% | -$58.2K | ﹤0.01% | 1252 |
|
|
2014
Q4 | $70K | Buy |
+4,551
| New | +$70K | 0.01% | 757 |
|