UIA
UBP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-19,282
| Closed | -$257K | – | 54 |
|
|
2019
Q2 | $257K | Hold |
19,282
| – | – | 0.23% | 45 |
|
|
2019
Q1 | $255K | Hold |
19,282
| – | – | 0.24% | 44 |
|
|
2018
Q4 | $233K | Hold |
19,282
| – | – | 0.25% | 40 |
|
|
2018
Q3 | $277K | Buy |
+19,282
| New | +$277K | 0.26% | 52 |
|