AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,590
| Closed | -$292K | – | 1264 |
|
|
2023
Q4 | $292K | Sell |
22,590
-775
| -3% | -$10K | ﹤0.01% | 1713 |
|
|
2023
Q3 | $296K | Sell |
23,365
-937
| -4% | -$11.9K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $325K | Sell |
24,302
-291
| -1% | -$3.89K | ﹤0.01% | 1581 |
|
|
2023
Q1 | $322K | Buy |
24,593
+1,935
| +9% | +$25.3K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $287K | Sell |
22,658
-1,476
| -6% | -$18.7K | ﹤0.01% | 1515 |
|
|
2022
Q3 | $287K | Buy |
24,134
+2,080
| +9% | +$24.7K | ﹤0.01% | 1485 |
|
|
2022
Q2 | $273K | Buy |
22,054
+3,128
| +17% | +$38.7K | ﹤0.01% | 1467 |
|
|
2022
Q1 | $270K | Buy |
+18,926
| New | +$270K | ﹤0.01% | 1461 |
|
|
2021
Q1 | – | Sell |
-10,715
| Closed | -$138K | – | 1474 |
|
|
2020
Q4 | $138K | Buy |
10,715
+652
| +6% | +$8.4K | ﹤0.01% | 1295 |
|
|
2020
Q3 | $114K | Sell |
10,063
-1,242
| -11% | -$14.1K | ﹤0.01% | 1200 |
|
|
2020
Q2 | $124K | Buy |
11,305
+571
| +5% | +$6.26K | ﹤0.01% | 1175 |
|
|
2020
Q1 | $108K | Sell |
10,734
-183
| -2% | -$1.84K | ﹤0.01% | 1040 |
|
|
2019
Q4 | $150K | Buy |
+10,917
| New | +$150K | ﹤0.01% | 1075 |
|
|
2017
Q4 | – | Sell |
-15,799
| Closed | -$221K | – | 425 |
|
|
2017
Q3 | $221K | Hold |
15,799
| – | – | 0.02% | 365 |
|
|
2017
Q2 | $219K | Buy |
+15,799
| New | +$219K | 0.03% | 341 |
|