Cedar Brook Financial Partners’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 |
-12,701
| Closed | -$175K | – | 254 |
|
|
2019
Q4 | $175K | Sell |
12,701
-37,316
| -75% | -$514K | 0.07% | 280 |
|
|
2019
Q3 | $654K | Buy |
50,017
+161
| +0.3% | +$2.11K | 0.29% | 103 |
|
|
2019
Q2 | $664K | Buy |
49,856
+829
| +2% | +$11K | 0.31% | 104 |
|
|
2019
Q1 | $647K | Buy |
49,027
+979
| +2% | +$12.9K | 0.31% | 97 |
|
|
2018
Q4 | $580K | Buy |
+48,048
| New | +$580K | 0.35% | 91 |
|