CAPTRUST Financial Advisors’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+15,769
| New | +$219K | ﹤0.01% | 2243 |
|
|
2024
Q3 | – | Sell |
-28,969
| Closed | -$391K | – | 2302 |
|
|
2024
Q2 | $391K | Sell |
28,969
-500
| -2% | -$6.75K | ﹤0.01% | 1639 |
|
|
2024
Q1 | $390K | Sell |
29,469
-3,453
| -10% | -$45.7K | ﹤0.01% | 1623 |
|
|
2023
Q4 | $422K | Buy |
+32,922
| New | +$422K | ﹤0.01% | 1857 |
|
|
2023
Q1 | – | Sell |
-11,778
| Closed | -$149K | – | 2323 |
|
|
2022
Q4 | $149K | Buy |
+11,778
| New | +$149K | ﹤0.01% | 1997 |
|
|
2017
Q1 | – | Sell |
-2,111
| Closed | -$27K | – | 100 |
|
|
2016
Q4 | $27K | Buy |
+2,111
| New | +$27K | ﹤0.01% | 128 |
|
|
2016
Q2 | – | Sell |
-2,111
| Closed | -$27K | – | 87 |
|
|
2016
Q1 | $27K | Hold |
2,111
| – | – | ﹤0.01% | 134 |
|
|
2015
Q4 | $28K | Hold |
2,111
| – | – | ﹤0.01% | 146 |
|
|
2015
Q3 | $26K | Buy |
+2,111
| New | +$26K | ﹤0.01% | 124 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 54 |
|
|
2014
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 120 |
|
|
2014
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 134 |
|
|
2013
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 132 |
|
|
2013
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 125 |
|
|
2013
Q2 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 131 |
|