WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-855
| Closed | -$12K | – | 2207 |
|
|
2014
Q3 | $12K | Buy |
855
+15
| +2% | +$211 | ﹤0.01% | 1431 |
|
|
2014
Q2 | $12K | Buy |
840
+16
| +2% | +$229 | ﹤0.01% | 1423 |
|
|
2014
Q1 | $12K | Hold |
824
| – | – | ﹤0.01% | 1415 |
|
|
2013
Q4 | $12K | Buy |
824
+32
| +4% | +$466 | ﹤0.01% | 1526 |
|
|
2013
Q3 | $11K | Buy |
792
+15
| +2% | +$208 | ﹤0.01% | 1492 |
|
|
2013
Q2 | $11K | Buy |
+777
| New | +$11K | ﹤0.01% | 1423 |
|