B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
+31,119
| New | +$432K | 0.02% | 569 |
|
|
2024
Q4 | $1.47M | Sell |
105,032
-982
| -0.9% | -$13.7K | 0.05% | 343 |
|
|
2024
Q3 | $1.45M | Sell |
106,014
-25,863
| -20% | -$355K | 0.04% | 398 |
|
|
2024
Q2 | $1.81M | Buy |
131,877
+6,122
| +5% | +$84.1K | 0.05% | 372 |
|
|
2024
Q1 | $1.62M | Sell |
125,755
-3,432
| -3% | -$44.2K | 0.04% | 409 |
|
|
2023
Q4 | $1.66M | Buy |
129,187
+3,432
| +3% | +$44K | 0.04% | 401 |
|
|
2023
Q3 | $1.62M | Buy |
125,755
+5,767
| +5% | +$74.3K | 0.04% | 409 |
|
|
2023
Q2 | $1.63M | Sell |
119,988
-202
| -0.2% | -$2.75K | 0.04% | 425 |
|
|
2023
Q1 | $1.6M | Buy |
120,190
+29,751
| +33% | +$396K | 0.04% | 408 |
|
|
2022
Q4 | $1.14M | Buy |
90,439
+20,957
| +30% | +$265K | 0.03% | 492 |
|
|
2022
Q3 | $826K | Buy |
69,482
+26,730
| +63% | +$318K | 0.02% | 565 |
|
|
2022
Q2 | $530K | Buy |
42,752
+11,433
| +37% | +$142K | 0.02% | 631 |
|
|
2022
Q1 | $447K | Buy |
31,319
+441
| +1% | +$6.29K | 0.01% | 810 |
|
|
2021
Q4 | $453K | Sell |
30,878
-268
| -0.9% | -$3.93K | 0.01% | 865 |
|
|
2021
Q3 | $444K | Buy |
31,146
+3,685
| +13% | +$52.5K | 0.01% | 834 |
|
|
2021
Q2 | $394K | Buy |
27,461
+1,174
| +4% | +$16.8K | 0.01% | 893 |
|
|
2021
Q1 | $354K | Buy |
26,287
+5,367
| +26% | +$72.3K | 0.01% | 909 |
|
|
2020
Q4 | $270K | Buy |
+20,920
| New | +$270K | 0.01% | 817 |
|
|
2016
Q4 | – | Sell |
-11,605
| Closed | -$154K | – | 545 |
|
|
2016
Q3 | $154K | Buy |
11,605
+33
| +0.3% | +$438 | 0.03% | 558 |
|
|
2016
Q2 | $151K | Buy |
+11,572
| New | +$151K | 0.03% | 550 |
|
|
2015
Q4 | – | Sell |
-10,591
| Closed | -$129K | – | 572 |
|
|
2015
Q3 | $129K | Buy |
+10,591
| New | +$129K | 0.03% | 499 |
|
|
2015
Q1 | – | Sell |
-8,391
| Closed | -$102 | – | 757 |
|
|
2014
Q4 | $102 | Buy |
+8,391
| New | +$102 | ﹤0.01% | 1708 |
|
|
2014
Q3 | – | Sell |
-4,021
| Closed | -$52.7K | – | 812 |
|
|
2014
Q2 | $52.7K | Sell |
4,021
-11,940
| -75% | -$157K | 0.01% | 1011 |
|
|
2014
Q1 | $202K | Sell |
15,961
-6,485
| -29% | -$82.1K | 0.06% | 384 |
|
|
2013
Q4 | $282K | Sell |
22,446
-9,333
| -29% | -$117K | 0.09% | 253 |
|
|
2013
Q3 | $384K | Sell |
31,779
-13,417
| -30% | -$162K | 0.13% | 177 |
|
|
2013
Q2 | $568K | Buy |
+45,196
| New | +$568K | 0.19% | 133 |
|