Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-17,359
| Closed | -$230K | – | 518 |
|
|
2016
Q3 | $230K | Buy |
17,359
+72
| +0.4% | +$954 | 0.03% | 587 |
|
|
2016
Q2 | $225K | Sell |
17,287
-29,878
| -63% | -$389K | 0.03% | 560 |
|
|
2016
Q1 | $598K | Sell |
47,165
-3,828
| -8% | -$48.5K | 0.08% | 309 |
|
|
2015
Q4 | $683K | Buy |
50,993
+3,300
| +7% | +$44.2K | 0.09% | 282 |
|
|
2015
Q3 | $576K | Hold |
47,693
| – | – | 0.08% | 322 |
|
|
2015
Q2 | $613K | Sell |
47,693
-750
| -2% | -$9.64K | 0.08% | 318 |
|
|
2015
Q1 | $576K | Sell |
48,443
-200
| -0.4% | -$2.38K | 0.16% | 177 |
|
|
2014
Q4 | $588K | Buy |
+48,643
| New | +$588K | 0.09% | 287 |
|