Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-21,537
| Closed | -$281K | – | 285 |
|
|
2019
Q3 | $281K | Hold |
21,537
| – | – | 0.03% | 224 |
|
|
2019
Q2 | $287K | Hold |
21,537
| – | – | 0.03% | 201 |
|
|
2019
Q1 | $284K | Hold |
21,537
| – | – | 0.03% | 192 |
|
|
2018
Q4 | $260K | Hold |
21,537
| – | – | 0.04% | 168 |
|
|
2018
Q3 | $309K | Hold |
21,537
| – | – | 0.03% | 184 |
|
|
2018
Q2 | $303K | Hold |
21,537
| – | – | 0.03% | 164 |
|
|
2018
Q1 | $287K | Hold |
21,537
| – | – | 0.03% | 174 |
|
|
2017
Q4 | $307K | Hold |
21,537
| – | – | 0.04% | 148 |
|
|
2017
Q3 | $301K | Hold |
21,537
| – | – | 0.04% | 145 |
|
|
2017
Q2 | $298K | Buy |
+21,537
| New | +$298K | 0.04% | 149 |
|
|
2015
Q4 | – | Sell |
-21,537
| Closed | -$276K | – | 128 |
|
|
2015
Q3 | $276K | Hold |
21,537
| – | – | 0.04% | 117 |
|
|
2015
Q2 | $276K | Buy |
+21,537
| New | +$276K | 0.04% | 117 |
|