Carson Wealth (CWM LLC)’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 | $24K | Hold |
1,748
| – | – | ﹤0.01% | 3787 |
|
|
2025
Q1 | $23K | Buy |
1,748
+770
| +79% | +$10.1K | ﹤0.01% | 3552 |
|
|
2024
Q4 | $14K | Sell |
978
-5,685
| -85% | -$81.4K | ﹤0.01% | 3660 |
|
|
2024
Q3 | $91K | Buy |
6,663
+5,685
| +581% | +$77.6K | ﹤0.01% | 2254 |
|
|
2024
Q2 | $13K | Sell |
978
-489
| -33% | -$6.5K | ﹤0.01% | 3371 |
|
|
2024
Q1 | $19K | Hold |
1,467
| – | – | ﹤0.01% | 2928 |
|
|
2023
Q4 | $19K | Buy |
1,467
+489
| +50% | +$6.33K | ﹤0.01% | 2790 |
|
|
2023
Q3 | $12K | Hold |
978
| – | – | ﹤0.01% | 3025 |
|
|
2023
Q2 | $13K | Buy |
+978
| New | +$13K | ﹤0.01% | 2904 |
|
|
2022
Q3 | – | Sell |
-526
| Closed | -$7K | – | 3904 |
|
|
2022
Q2 | $7K | Buy |
+526
| New | +$7K | ﹤0.01% | 2776 |
|
|
2021
Q2 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2021
Q1 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q4 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q3 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q2 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q1 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2019
Q4 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2019
Q3 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2019
Q2 | $17K | Hold |
1,208
| – | – | ﹤0.01% | 1854 |
|
|
2019
Q1 | $17K | Sell |
1,208
-8,076
| -87% | -$114K | ﹤0.01% | 1854 |
|
|
2018
Q4 | $112K | Buy |
9,284
+5,284
| +132% | +$63.7K | ﹤0.01% | 701 |
|
|
2018
Q3 | $57K | Buy |
+4,000
| New | +$57K | ﹤0.01% | 719 |
|