Security National Trust’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
Q1 | – | Sell |
-758
| Closed | -$10K | – | 395 |
|
2020
Q4 | $10K | Hold |
758
| – | – | ﹤0.01% | 354 |
|
2020
Q3 | $9K | Hold |
758
| – | – | ﹤0.01% | 353 |
|
2020
Q2 | $8K | Hold |
758
| – | – | ﹤0.01% | 361 |
|
2020
Q1 | $8K | Hold |
758
| – | – | ﹤0.01% | 371 |
|
2019
Q4 | $10K | Hold |
758
| – | – | ﹤0.01% | 370 |
|
2019
Q3 | $10K | Hold |
758
| – | – | ﹤0.01% | 320 |
|
2019
Q2 | $10K | Hold |
758
| – | – | ﹤0.01% | 327 |
|
2019
Q1 | $10K | Hold |
758
| – | – | ﹤0.01% | 331 |
|
2018
Q4 | $9K | Hold |
758
| – | – | ﹤0.01% | 322 |
|
2018
Q3 | $11K | Hold |
758
| – | – | ﹤0.01% | 332 |
|
2018
Q2 | $11K | Hold |
758
| – | – | ﹤0.01% | 340 |
|
2018
Q1 | $10K | Hold |
758
| – | – | ﹤0.01% | 343 |
|
2017
Q4 | $11K | Hold |
758
| – | – | ﹤0.01% | 335 |
|
2017
Q3 | $11K | Hold |
758
| – | – | ﹤0.01% | 342 |
|
2017
Q2 | $10K | Hold |
758
| – | – | ﹤0.01% | 364 |
|
2017
Q1 | $10K | Hold |
758
| – | – | ﹤0.01% | 363 |
|
2016
Q4 | $10K | Hold |
758
| – | – | ﹤0.01% | 365 |
|
2016
Q3 | $10K | Hold |
758
| – | – | ﹤0.01% | 374 |
|
2016
Q2 | $10K | Sell |
758
-1,500
| -66% | -$19.8K | ﹤0.01% | 368 |
|
2016
Q1 | $29K | Buy |
2,258
+1,500
| +198% | +$19.3K | 0.01% | 305 |
|
2015
Q4 | $10K | Sell |
758
-1,957
| -72% | -$25.8K | ﹤0.01% | 370 |
|
2015
Q3 | $33K | Hold |
2,715
| – | – | 0.01% | 300 |
|
2015
Q2 | $35K | Hold |
2,715
| – | – | 0.01% | 306 |
|
2015
Q1 | $35K | Hold |
2,715
| – | – | 0.01% | 312 |
|
2014
Q4 | $33K | Buy |
+2,715
| New | +$33K | 0.01% | 305 |
|