TWA
TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,000
| Closed | -$392K | – | 209 |
|
|
2023
Q3 | $392K | Buy |
+31,000
| New | +$392K | 0.05% | 123 |
|
|
2019
Q4 | – | Sell |
-121
| Closed | -$2K | – | 1535 |
|
|
2019
Q3 | $2K | Buy |
+121
| New | +$2K | ﹤0.01% | 1038 |
|
|
2018
Q4 | – | Sell |
-2,800
| Closed | -$40K | – | 1448 |
|
|
2018
Q3 | $40K | Hold |
2,800
| – | – | 0.02% | 362 |
|
|
2018
Q2 | $39K | Hold |
2,800
| – | – | 0.02% | 362 |
|
|
2018
Q1 | $37K | Hold |
2,800
| – | – | 0.02% | 368 |
|
|
2017
Q4 | $40K | Hold |
2,800
| – | – | 0.02% | 373 |
|
|
2017
Q3 | $39K | Hold |
2,800
| – | – | 0.02% | 347 |
|
|
2017
Q2 | $39K | Hold |
2,800
| – | – | 0.02% | 354 |
|
|
2017
Q1 | $37K | Buy |
+2,800
| New | +$37K | 0.02% | 342 |
|
|
2015
Q1 | – | Sell |
-6,381
| Closed | -$77K | – | 887 |
|
|
2014
Q4 | $77K | Buy |
+6,381
| New | +$77K | 0.05% | 203 |
|