Financial Sense 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,335
| Closed | -$229K | – | 103 |
|
|
2020
Q3 | $229K | Sell |
20,335
-272
| -1% | -$3.06K | 0.09% | 84 |
|
|
2020
Q2 | $227K | Buy |
+20,607
| New | +$227K | 0.08% | 82 |
|
|
2018
Q1 | – | Sell |
-30,207
| Closed | -$430K | – | 82 |
|
|
2017
Q4 | $430K | Hold |
30,207
| – | – | 0.2% | 51 |
|
|
2017
Q3 | $422K | Hold |
30,207
| – | – | 0.22% | 46 |
|
|
2017
Q2 | $418K | Sell |
30,207
-135,725
| -82% | -$1.88M | 0.22% | 51 |
|
|
2017
Q1 | $2.2M | Buy |
165,932
+73,015
| +79% | +$968K | 1.32% | 20 |
|
|
2016
Q4 | $1.18M | Sell |
92,917
-13,072
| -12% | -$166K | 0.75% | 29 |
|
|
2016
Q3 | $1.4M | Sell |
105,989
-16,405
| -13% | -$217K | 0.91% | 29 |
|
|
2016
Q2 | $1.6M | Sell |
122,394
-4,100
| -3% | -$53.4K | 0.9% | 27 |
|
|
2016
Q1 | $1.61M | Sell |
126,494
-17,283
| -12% | -$220K | 0.94% | 26 |
|
|
2015
Q4 | $1.93M | Buy |
+143,777
| New | +$1.93M | 0.9% | 35 |
|
|
2015
Q3 | – | Hold |
0
| – | -$777K | – | 37 |
|
|
2015
Q2 | – | Hold |
0
| – | -$783K | – | 54 |
|
|
2015
Q1 | – | Hold |
0
| – | -$741K | – | 59 |
|
|
2014
Q4 | – | Sell |
-48,800
| Closed | -$622K | – | 56 |
|
|
2014
Q3 | $622K | Buy |
48,800
+750
| +2% | +$9.56K | 0.27% | 73 |
|
|
2014
Q2 | $630K | Sell |
48,050
-2,000
| -4% | -$26.2K | 0.25% | 80 |
|
|
2014
Q1 | $632K | Buy |
50,050
+1,000
| +2% | +$12.6K | 0.27% | 78 |
|
|
2013
Q4 | $615K | Buy |
49,050
+18,500
| +61% | +$232K | 0.26% | 73 |
|
|
2013
Q3 | $369K | Buy |
+30,550
| New | +$369K | 0.16% | 98 |
|