Capstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,423
| Closed | -$357K | – | 159 |
|
|
2024
Q2 | $357K | Hold |
26,423
| – | – | 0.02% | 102 |
|
|
2024
Q1 | $350K | Hold |
26,423
| – | – | 0.02% | 104 |
|
|
2023
Q4 | $339K | Hold |
26,423
| – | – | 0.02% | 104 |
|
|
2023
Q3 | $335K | Hold |
26,423
| – | – | 0.03% | 99 |
|
|
2023
Q2 | $353K | Hold |
26,423
| – | – | 0.03% | 94 |
|
|
2023
Q1 | $346K | Hold |
26,423
| – | – | 0.03% | 89 |
|
|
2022
Q4 | $334K | Hold |
26,423
| – | – | 0.03% | 93 |
|
|
2022
Q3 | $314K | Hold |
26,423
| – | – | 0.03% | 96 |
|
|
2022
Q2 | $327K | Sell |
26,423
-2,277
| -8% | -$28.2K | 0.03% | 95 |
|
|
2022
Q1 | $409K | Hold |
28,700
| – | – | 0.03% | 91 |
|
|
2021
Q4 | $420K | Buy |
28,700
+10,000
| +53% | +$146K | 0.03% | 88 |
|
|
2021
Q3 | $266K | Hold |
18,700
| – | – | 0.02% | 105 |
|
|
2021
Q2 | $269K | Buy |
18,700
+200
| +1% | +$2.88K | 0.02% | 103 |
|
|
2021
Q1 | $249K | Buy |
18,500
+7,000
| +61% | +$94.2K | 0.02% | 95 |
|
|
2020
Q4 | $148K | Buy |
+11,500
| New | +$148K | 0.01% | 109 |
|