ENCOMPASS WEALTH ADVISORS, LLC – Nuveen S&P 500 Buy-Write Income Fund Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$252,000
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-3.96%
quarter
Nuveen S&P 500 Buy-Write Income Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.89% | 393 shares | -6K | $11.88 | 21.21K |
| Q2 2022 | share | Increase | +1.65% | 338 shares | -34K | $12.37 | 20.82K |
| Q1 2022 | share | 0.00% | 0 shares | -8K | $14.25 | 20.48K | |
| Q4 2021 | share | Increase | +2.96% | 588 shares | 17K | $15.13 | 20.48K |
| Q3 2021 | share | Increase | +1.49% | 292 shares | 2K | $14.23 | 19.89K |
| Q2 2021 | share | 0.00% | 0 shares | 7K | $14.16 | 19.60K | |
| Q1 2021 | share | Increase | +1.60% | 309 shares | 25K | $13.09 | 19.60K |
| Q4 2020 | share | Increase | 0.00% | 19.29K shares | 249K | $12.31 | 19.29K |