TPW
Tiller Private Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-10,324
| Closed | -$147K | – | 56 |
|
2021
Q3 | $147K | Buy |
10,324
+19
| +0.2% | +$271 | 0.11% | 49 |
|
2021
Q2 | $148K | Buy |
+10,305
| New | +$148K | 0.16% | 46 |
|
2018
Q3 | – | Sell |
-38,259
| Closed | -$539K | – | 44 |
|
2018
Q2 | $539K | Sell |
38,259
-39,513
| -51% | -$557K | 0.38% | 24 |
|
2018
Q1 | $1.04M | Sell |
77,772
-29,133
| -27% | -$388K | 0.74% | 23 |
|
2017
Q4 | $1.52M | Buy |
106,905
+23,749
| +29% | +$338K | 1.16% | 23 |
|
2017
Q3 | $1.16M | Buy |
83,156
+4,959
| +6% | +$69.4K | 0.91% | 24 |
|
2017
Q2 | $1.08M | Buy |
78,197
+4,557
| +6% | +$63.1K | 0.85% | 26 |
|
2017
Q1 | $976K | Buy |
73,640
+2,900
| +4% | +$38.4K | 0.77% | 25 |
|
2016
Q4 | $900K | Buy |
70,740
+5,905
| +9% | +$75.1K | 0.7% | 26 |
|
2016
Q3 | $858K | Sell |
64,835
-4,208
| -6% | -$55.7K | 0.72% | 23 |
|
2016
Q2 | $900K | Sell |
69,043
-2,255
| -3% | -$29.4K | 0.75% | 24 |
|
2016
Q1 | $907K | Buy |
71,298
+10,448
| +17% | +$133K | 0.77% | 23 |
|
2015
Q4 | $817K | Buy |
+60,850
| New | +$817K | 0.78% | 20 |
|