Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $339K | Buy |
+23,808
| New | +$339K | 0.13% | 94 |
|
|
2021
Q2 | – | Sell |
-64,163
| Closed | -$865K | – | 127 |
|
|
2021
Q1 | $865K | Sell |
64,163
-2,403
| -4% | -$32.4K | 0.36% | 49 |
|
|
2020
Q4 | $857K | Buy |
66,566
+24,928
| +60% | +$321K | 0.37% | 46 |
|
|
2020
Q3 | $470K | Buy |
41,638
+24,974
| +150% | +$282K | 0.23% | 71 |
|
|
2020
Q2 | $183K | Hold |
16,664
| – | – | 0.1% | 106 |
|
|
2020
Q1 | $168K | Sell |
16,664
-7,369
| -31% | -$74.3K | 0.12% | 102 |
|
|
2019
Q4 | $330K | Buy |
+24,033
| New | +$330K | 0.18% | 84 |
|