CWM
Compass Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-907
| Closed | -$12K | – | 400 |
|
|
2024
Q1 | $12K | Hold |
907
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $11.6K | Hold |
907
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $11.5K | Hold |
907
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $12.1K | Hold |
907
| – | – | ﹤0.01% | 348 |
|
|
2023
Q1 | $11.9K | Hold |
907
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $11.5K | Buy |
+907
| New | +$11.5K | ﹤0.01% | 348 |
|