Next Financial Group’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
Q4 | $12K | Hold |
848
| – | – | ﹤0.01% | 2103 |
|
|
2021
Q3 | $12K | Hold |
848
| – | – | ﹤0.01% | 1976 |
|
|
2021
Q2 | $12K | Hold |
848
| – | – | ﹤0.01% | 1910 |
|
|
2021
Q1 | $11K | Sell |
848
-489
| -37% | -$6.34K | ﹤0.01% | 1847 |
|
|
2020
Q4 | $17K | Hold |
1,337
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q3 | $15K | Buy |
+1,337
| New | +$15K | ﹤0.01% | 1504 |
|
|
2020
Q2 | – | Sell |
-880
| Closed | -$9K | – | 780 |
|
|
2020
Q1 | $9K | Hold |
880
| – | – | ﹤0.01% | 1544 |
|
|
2019
Q4 | $12K | Hold |
880
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q3 | $12K | Hold |
880
| – | – | ﹤0.01% | 1635 |
|
|
2019
Q2 | $12K | Buy |
880
+489
| +125% | +$6.67K | ﹤0.01% | 1623 |
|
|
2019
Q1 | $5K | Sell |
391
-489
| -56% | -$6.25K | ﹤0.01% | 1243 |
|
|
2018
Q4 | $11K | Sell |
880
-411
| -32% | -$5.14K | ﹤0.01% | 1298 |
|
|
2018
Q3 | $19K | Buy |
+1,291
| New | +$19K | 0.01% | 802 |
|
|
2017
Q4 | – | Sell |
-1,369
| Closed | -$19K | – | 404 |
|
|
2017
Q3 | $19K | Sell |
1,369
-1,000
| -42% | -$13.9K | 0.01% | 989 |
|
|
2017
Q2 | $33K | Hold |
2,369
| – | – | 0.01% | 903 |
|
|
2017
Q1 | $33K | Sell |
2,369
-900
| -28% | -$12.5K | 0.01% | 854 |
|
|
2016
Q4 | $42K | Sell |
3,269
-3,657
| -53% | -$47K | 0.01% | 1035 |
|
|
2016
Q3 | $92K | Sell |
6,926
-591
| -8% | -$7.85K | 0.02% | 698 |
|
|
2016
Q2 | $97K | Buy |
7,517
+412
| +6% | +$5.32K | 0.03% | 460 |
|
|
2016
Q1 | $90K | Buy |
7,105
+2,000
| +39% | +$25.3K | 0.03% | 450 |
|
|
2015
Q4 | $68K | Sell |
5,105
-1,999
| -28% | -$26.6K | 0.03% | 536 |
|
|
2015
Q3 | $85K | Buy |
7,104
+58
| +0.8% | +$694 | 0.03% | 478 |
|
|
2015
Q2 | $90K | Buy |
7,046
+1,728
| +32% | +$22.1K | 0.03% | 497 |
|
|
2015
Q1 | $68K | Buy |
5,318
+3,000
| +129% | +$38.4K | 0.02% | 578 |
|
|
2014
Q4 | $28K | Buy |
+2,318
| New | +$28K | 0.01% | 855 |
|