Aevitas Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,255
| Closed | -$347K | – | 96 |
|
|
2019
Q4 | $347K | Sell |
25,255
-4,384
| -15% | -$60.2K | 0.33% | 82 |
|
|
2019
Q3 | $387K | Buy |
29,639
+306
| +1% | +$4K | 0.39% | 73 |
|
|
2019
Q2 | $391K | Buy |
29,333
+302
| +1% | +$4.03K | 0.39% | 72 |
|
|
2019
Q1 | $383K | Hold |
29,031
| – | – | 0.34% | 75 |
|
|
2018
Q4 | $350K | Buy |
29,031
+636
| +2% | +$7.67K | 0.36% | 70 |
|
|
2018
Q3 | $408K | Buy |
28,395
+283
| +1% | +$4.07K | 0.37% | 70 |
|
|
2018
Q2 | $396K | Buy |
28,112
+294
| +1% | +$4.14K | 0.39% | 67 |
|
|
2018
Q1 | $371K | Hold |
27,818
| – | – | 0.37% | 68 |
|
|
2017
Q4 | $396K | Buy |
+27,818
| New | +$396K | 0.38% | 69 |
|