Apriem Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History

Apriem Advisors’s Portfolio BXMX Stock Details BXMX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Hold	17,968	–	–	0.03%	161
2025 Q1	$236K	Hold	17,968	–	–	0.03%	161
2024 Q4	$251K	Sell	17,968 -1,707	-9%	-$23.9K	0.03%	162
2024 Q3	$270K	Hold	19,675	–	–	0.03%	141
2024 Q2	$266K	Hold	19,675	–	–	0.03%	144
2024 Q1	$260K	Hold	19,675	–	–	0.03%	143
2023 Q4	$252K	Hold	19,675	–	–	0.03%	131
2023 Q3	$249K	Hold	19,675	–	–	0.04%	125
2023 Q2	$263K	Hold	19,675	–	–	0.04%	123
2023 Q1	$258K	Hold	19,675	–	–	0.04%	126
2022 Q4	$249K	Hold	19,675	–	–	0.04%	127
2022 Q3	$234K	Hold	19,675	–	–	0.04%	120
2022 Q2	$243K	Hold	19,675	–	–	0.04%	118
2022 Q1	$280K	Hold	19,675	–	–	0.04%	120
2021 Q4	$288K	Sell	19,675 -1,000	-5%	-$14.6K	0.04%	118
2021 Q3	$294K	Hold	20,675	–	–	0.04%	119
2021 Q2	$297K	Hold	20,675	–	–	0.04%	121
2021 Q1	$279K	Sell	20,675 -2,000	-9%	-$27K	0.04%	121
2020 Q4	$292K	Sell	22,675 -30,000	-57%	-$386K	0.05%	105
2020 Q3	$594K	Sell	52,675 -2,675	-5%	-$30.2K	0.11%	68
2020 Q2	$609K	Hold	55,350	–	–	0.13%	68
2020 Q1	$559K	Sell	55,350 -2,925	-5%	-$29.5K	0.14%	65
2019 Q4	$801K	Sell	58,275 -66,591	-53%	-$915K	0.15%	58
2019 Q3	$1.63M	Sell	124,866 -18,943	-13%	-$248K	0.36%	42
2019 Q2	$1.92M	Sell	143,809 -7,450	-5%	-$99.3K	0.6%	36
2019 Q1	$2M	Sell	151,259 -27,685	-15%	-$366K	0.53%	32
2018 Q4	$2.16M	Sell	178,944 -10,350	-5%	-$125K	0.76%	27
2018 Q3	$2.72M	Buy	189,294 +28,325	+18%	+$407K	0.6%	31
2018 Q2	$2.27M	Sell	160,969 -2,353	-1%	-$33.2K	0.51%	34
2018 Q1	$2.18M	Buy	163,322 +950	+0.6%	+$12.7K	0.53%	38
2017 Q4	$2.31M	Buy	162,372 +3,025	+2%	+$43.1K	0.57%	38
2017 Q3	$2.23M	Buy	159,347 +48,732	+44%	+$681K	0.55%	40
2017 Q2	$1.53M	Buy	110,615 +11,597	+12%	+$161K	0.41%	50
2017 Q1	$1.31M	Buy	99,018 +28,697	+41%	+$380K	0.36%	49
2016 Q4	$894K	Buy	70,321 +3,925	+6%	+$49.9K	0.27%	55
2016 Q3	$879K	Buy	66,396 +4,913	+8%	+$65K	0.26%	57
2016 Q2	$801K	Sell	61,483 -4,290	-7%	-$55.9K	0.26%	57
2016 Q1	$837K	Buy	65,773 +3,250	+5%	+$41.4K	0.33%	51
2015 Q4	$840K	Buy	62,523 +1,522	+2%	+$20.4K	0.3%	53
2015 Q3	$738K	Sell	61,001 -244	-0.4%	-$2.95K	0.27%	59
2015 Q2	$785K	Buy	61,245 +2,500	+4%	+$32K	0.27%	63
2015 Q1	$752K	Sell	58,745 -4,947	-8%	-$63.3K	0.26%	63
2014 Q4	$771K	Buy	63,692 +27,192	+74%	+$329K	0.28%	60
2014 Q3	$465K	Hold	36,500	–	–	0.18%	71
2014 Q2	$479K	Sell	36,500 -3,900	-10%	-$51.2K	0.18%	82
2014 Q1	$511K	Hold	40,400	–	–	0.19%	81
2013 Q4	$507K	Buy	40,400 +2,000	+5%	+$25.1K	0.2%	77
2013 Q3	$464K	Sell	38,400 -5,321	-12%	-$64.3K	0.2%	75
2013 Q2	$550K	Buy	+43,721	New	+$550K	0.27%	66