MWPCG
Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,355
| Closed | -$153K | – | 156 |
|
|
2022
Q2 | $153K | Sell |
12,355
-7,744
| -39% | -$95.9K | 0.07% | 172 |
|
|
2022
Q1 | $286K | Sell |
20,099
-484
| -2% | -$6.89K | 0.11% | 119 |
|
|
2021
Q4 | $302K | Sell |
20,583
-3,384
| -14% | -$49.7K | 0.11% | 119 |
|
|
2021
Q3 | $341K | Sell |
23,967
-99,914
| -81% | -$1.42M | 0.13% | 106 |
|
|
2021
Q2 | $1.78M | Buy |
123,881
+6,471
| +6% | +$93K | 0.57% | 35 |
|
|
2021
Q1 | $1.58M | Buy |
+117,410
| New | +$1.58M | 0.56% | 35 |
|