Encompass Wealth Advisors’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
Q2 | $197K | Sell |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $299K | Buy |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $249K | Buy |
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