EWA
Encompass Wealth 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 | $197K | Sell |
14,207
-8,415
| -37% | -$117K | 0.07% | 103 |
|
|
2025
Q1 | $297K | Hold |
22,622
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $316K | Buy |
22,622
+302
| +1% | +$4.23K | 0.13% | 80 |
|
|
2024
Q3 | $306K | Buy |
22,320
+140
| +0.6% | +$1.92K | 0.08% | 191 |
|
|
2024
Q2 | $299K | Buy |
22,180
+141
| +0.6% | +$1.9K | 0.08% | 185 |
|
|
2024
Q1 | $292K | Hold |
22,039
| – | – | 0.08% | 199 |
|
|
2023
Q4 | $283K | Buy |
22,039
+285
| +1% | +$3.66K | 0.08% | 173 |
|
|
2023
Q3 | $275K | Buy |
21,754
+133
| +0.6% | +$1.68K | 0.09% | 164 |
|
|
2023
Q2 | $289K | Buy |
21,621
+133
| +0.6% | +$1.78K | 0.09% | 165 |
|
|
2023
Q1 | $281K | Hold |
21,488
| – | – | 0.1% | 165 |
|
|
2022
Q4 | $272K | Buy |
21,488
+273
| +1% | +$3.45K | 0.1% | 161 |
|
|
2022
Q3 | $252K | Buy |
21,215
+393
| +2% | +$4.67K | 0.1% | 165 |
|
|
2022
Q2 | $258K | Buy |
20,822
+338
| +2% | +$4.19K | 0.09% | 163 |
|
|
2022
Q1 | $292K | Hold |
20,484
| – | – | 0.07% | 178 |
|
|
2021
Q4 | $300K | Buy |
20,484
+588
| +3% | +$8.61K | 0.07% | 184 |
|
|
2021
Q3 | $283K | Buy |
19,896
+292
| +1% | +$4.15K | 0.07% | 182 |
|
|
2021
Q2 | $281K | Hold |
19,604
| – | – | 0.07% | 190 |
|
|
2021
Q1 | $274K | Buy |
19,604
+309
| +2% | +$4.32K | 0.07% | 190 |
|
|
2020
Q4 | $249K | Buy |
+19,295
| New | +$249K | 0.14% | 93 |
|