Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
36,858
+26,168
| +245% | +$363K | ﹤0.01% | 836 |
|
|
2025
Q1 | $136K | Buy |
10,690
+32
| +0.3% | +$406 | ﹤0.01% | 1086 |
|
|
2024
Q4 | $150K | Buy |
10,658
+2,000
| +23% | +$28.2K | ﹤0.01% | 1063 |
|
|
2024
Q3 | $119K | Hold |
8,658
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q2 | $115K | Sell |
8,658
-5,873
| -40% | -$78.3K | ﹤0.01% | 1018 |
|
|
2024
Q1 | $192K | Buy |
14,531
+1,019
| +8% | +$13.5K | ﹤0.01% | 800 |
|
|
2023
Q4 | $173K | Buy |
13,512
+5,373
| +66% | +$68.9K | ﹤0.01% | 764 |
|
|
2023
Q3 | $103K | Hold |
8,139
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $109K | Hold |
8,139
| – | – | ﹤0.01% | 870 |
|
|
2023
Q1 | $107K | Hold |
8,139
| – | – | ﹤0.01% | 835 |
|
|
2022
Q4 | $103K | Buy |
8,139
+283
| +4% | +$3.58K | ﹤0.01% | 809 |
|
|
2022
Q3 | $93K | Sell |
7,856
-520
| -6% | -$6.16K | ﹤0.01% | 782 |
|
|
2022
Q2 | $104K | Hold |
8,376
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $119K | Buy |
8,376
+5,210
| +165% | +$74K | ﹤0.01% | 684 |
|
|
2021
Q4 | $46K | Hold |
3,166
| – | – | ﹤0.01% | 860 |
|
|
2021
Q3 | $45K | Hold |
3,166
| – | – | ﹤0.01% | 807 |
|
|
2021
Q2 | $45K | Hold |
3,166
| – | – | ﹤0.01% | 646 |
|
|
2021
Q1 | $43K | Buy |
+3,166
| New | +$43K | ﹤0.01% | 601 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 697 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 637 |
|