Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,654
| Closed | -$303K | – | 499 |
|
|
2023
Q2 | $303K | Buy |
22,654
+406
| +2% | +$5.43K | 0.03% | 393 |
|
|
2023
Q1 | $291K | Sell |
22,248
-778
| -3% | -$10.2K | 0.03% | 400 |
|
|
2022
Q4 | $291K | Buy |
23,026
+863
| +4% | +$10.9K | 0.03% | 383 |
|
|
2022
Q3 | $263K | Buy |
22,163
+411
| +2% | +$4.88K | 0.03% | 389 |
|
|
2022
Q2 | $269K | Buy |
21,752
+353
| +2% | +$4.37K | 0.03% | 392 |
|
|
2022
Q1 | $305K | Sell |
21,399
-41
| -0.2% | -$584 | 0.03% | 403 |
|
|
2021
Q4 | $314K | Sell |
21,440
-12,772
| -37% | -$187K | 0.03% | 419 |
|
|
2021
Q3 | $487K | Sell |
34,212
-152
| -0.4% | -$2.16K | 0.05% | 330 |
|
|
2021
Q2 | $494K | Buy |
+34,364
| New | +$494K | 0.05% | 331 |
|
|
2015
Q4 | – | Sell |
-1,242
| Closed | -$15K | – | 351 |
|
|
2015
Q3 | $15K | Buy |
+1,242
| New | +$15K | ﹤0.01% | 614 |
|