BAM
Bruderman Asset Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-57,570
| Closed | -$790K | – | 83 |
|
2019
Q4 | $790K | Sell |
57,570
-13,582
| -19% | -$186K | 0.25% | 74 |
|
2019
Q3 | $978K | Sell |
71,152
-621
| -0.9% | -$8.54K | 0.25% | 77 |
|
2019
Q2 | $956K | Sell |
71,773
-12,290
| -15% | -$164K | 0.23% | 67 |
|
2019
Q1 | $1.11M | Sell |
84,063
-3,636
| -4% | -$48K | 0.24% | 66 |
|
2018
Q4 | $1.06M | Buy |
87,699
+13,675
| +18% | +$165K | 0.27% | 59 |
|
2018
Q3 | $1.06M | Buy |
74,024
+10,612
| +17% | +$153K | 0.24% | 66 |
|
2018
Q2 | $893K | Sell |
63,412
-14,724
| -19% | -$207K | 0.22% | 74 |
|
2018
Q1 | $1.04M | Buy |
78,136
+2,539
| +3% | +$33.8K | 0.25% | 65 |
|
2017
Q4 | $1.08M | Sell |
75,597
-5,884
| -7% | -$83.8K | 0.27% | 62 |
|
2017
Q3 | $1.14M | Sell |
81,481
-3,501
| -4% | -$48.9K | 0.29% | 62 |
|
2017
Q2 | $1.18M | Buy |
84,982
+163
| +0.2% | +$2.26K | 0.31% | 62 |
|
2017
Q1 | $1.12M | Sell |
84,819
-3,953
| -4% | -$52.4K | 0.32% | 59 |
|
2016
Q4 | $1.13M | Buy |
88,772
+4,138
| +5% | +$52.6K | 0.34% | 62 |
|
2016
Q3 | $1.12M | Sell |
84,634
-3,479
| -4% | -$46.1K | 0.33% | 61 |
|
2016
Q2 | $1.15M | Sell |
88,113
-3,541
| -4% | -$46.1K | 0.36% | 57 |
|
2016
Q1 | $1.17M | Sell |
91,654
-507
| -0.6% | -$6.45K | 0.41% | 54 |
|
2015
Q4 | $1.24M | Sell |
92,161
-16,441
| -15% | -$221K | 0.47% | 48 |
|
2015
Q3 | $1.31M | Sell |
108,602
-1,016
| -0.9% | -$12.3K | 0.52% | 47 |
|
2015
Q2 | $1.41M | Sell |
109,618
-8,852
| -7% | -$113K | 0.54% | 46 |
|
2015
Q1 | $1.52M | Buy |
+118,470
| New | +$1.52M | 0.59% | 44 |
|