WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $31K | Hold |
2,250
| – | – | 0.01% | 826 |
|
|
2017
Q1 | $30K | Hold |
2,250
| – | – | 0.01% | 793 |
|
|
2016
Q4 | $29K | Hold |
2,250
| – | – | 0.01% | 845 |
|
|
2016
Q3 | $30K | Sell |
2,250
-750
| -25% | -$10K | 0.01% | 835 |
|
|
2016
Q2 | $39K | Buy |
+3,000
| New | +$39K | 0.01% | 751 |
|
|
2015
Q1 | – | Sell |
-3,682
| Closed | -$45K | – | 1776 |
|
|
2014
Q4 | $45K | Buy |
3,682
+937
| +34% | +$11.5K | 0.01% | 919 |
|
|
2014
Q3 | $35K | Hold |
2,745
| – | – | 0.01% | 1034 |
|
|
2014
Q2 | $36K | Hold |
2,745
| – | – | 0.01% | 1035 |
|
|
2014
Q1 | $35K | Hold |
2,745
| – | – | 0.01% | 1035 |
|
|
2013
Q4 | $34K | Hold |
2,745
| – | – | ﹤0.01% | 1136 |
|
|
2013
Q3 | $33K | Sell |
2,745
-1,800
| -40% | -$21.6K | 0.01% | 1078 |
|
|
2013
Q2 | $57K | Buy |
+4,545
| New | +$57K | 0.01% | 834 |
|