WP
WealthSource Partners’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
Q2 | – | Sell |
-12,872
| Closed | -$170K | – | 451 |
|
|
2019
Q1 | $170K | Sell |
12,872
-1,058
| -8% | -$14K | 0.04% | 337 |
|
|
2018
Q4 | $168K | Buy |
13,930
+178
| +1% | +$2.15K | 0.05% | 288 |
|
|
2018
Q3 | $198K | Sell |
13,752
-2,260
| -14% | -$32.5K | 0.05% | 301 |
|
|
2018
Q2 | $226K | Sell |
16,012
-75
| -0.5% | -$1.06K | 0.06% | 255 |
|
|
2018
Q1 | $214K | Buy |
16,087
+2,870
| +22% | +$38.2K | 0.07% | 256 |
|
|
2017
Q4 | $188K | Buy |
13,217
+27
| +0.2% | +$384 | 0.06% | 290 |
|
|
2017
Q3 | $184K | Buy |
13,190
+1,040
| +9% | +$14.5K | 0.06% | 279 |
|
|
2017
Q2 | $168K | Sell |
12,150
-200
| -2% | -$2.77K | 0.06% | 272 |
|
|
2017
Q1 | $164K | Buy |
12,350
+230
| +2% | +$3.05K | 0.06% | 271 |
|
|
2016
Q4 | $154K | Buy |
+12,120
| New | +$154K | 0.06% | 231 |
|
|
2016
Q3 | – | Sell |
-15,093
| Closed | -$197K | – | 265 |
|
|
2016
Q2 | $197K | Buy |
+15,093
| New | +$197K | 0.07% | 244 |
|