Blue Bell Private Wealth Management, LLC Nuveen S&P 500 Dynamic Overwrite Fund Transaction History

Blue Bell Private Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 05, 2021	SELL	$16.57 - $19.07 $52,510 - $60,432	-3,169 Closed	0 $0
Q1 2021 Apr 23, 2021	SELL	$14.84 - $16.53 $36,090 - $40,200	-2,432 Reduced 43.42%	3,169 $52,000
Q4 2020 Jan 21, 2021	SELL	$12.77 - $15.24 $10,688 - $12,755	-837 Reduced 13.0%	5,601 $90,000
Q3 2020 Oct 23, 2020	BUY	$12.91 - $14.43 $83,114 - $92,900	6,438 New	6,438 $86,000
Q1 2018 May 01, 2018	SELL	$16.95 - $18.71 $2,271 - $2,507	-134 Closed	0 $0
Q4 2017 Jan 31, 2018	SELL	$15.54 - $17.39 $1,554 - $1,739	-100 Reduced 42.74%	134 $2,000
Q3 2017 Oct 24, 2017	BUY	$15.1 - $15.64 $3,533 - $3,659	234	234 $4,000

4.03M

Ticker SPXX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified...

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