Carson Wealth (CWM LLC)’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25K | Hold |
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|
2025
Q2 | $24K | Hold |
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|
2025
Q1 | $23K | Buy |
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|
2024
Q4 | $14K | Sell |
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|
2024
Q3 | $91K | Buy |
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|
2024
Q2 | $13K | Sell |
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|
2024
Q1 | $19K | Hold |
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|
2023
Q4 | $19K | Buy |
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|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $13K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Buy |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $17K | Hold |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $17K | Sell |
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|
2018
Q4 | $112K | Buy |
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|
2018
Q3 | $57K | Buy |
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