Geneos Wealth Management’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 | $24.5K | Sell |
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|
2025
Q2 | $128K | Sell |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $33.7K | Sell |
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|
2024
Q3 | $33.2K | Buy |
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|
2024
Q2 | $13.5K | Hold |
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|
2024
Q1 | $13.2K | Hold |
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|
2023
Q4 | $12.8K | Hold |
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|
2023
Q3 | $12.7K | Hold |
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|
2023
Q2 | $13.4K | Sell |
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|
2023
Q1 | $22.3K | Hold |
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|
2022
Q4 | $21.5K | Sell |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $114K | Buy |
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|
2021
Q2 | $116K | Sell |
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|
2021
Q1 | $125K | Sell |
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|
2020
Q4 | $158K | Sell |
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|
2020
Q3 | $168K | Sell |
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|
2020
Q2 | $172K | Sell |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $225K | Buy |
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|
2019
Q2 | $230K | Sell |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $84K | Sell |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $246K | Buy |
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|
2017
Q1 | $234K | Buy |
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|
2016
Q4 | $215K | Buy |
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|
2016
Q3 | $223K | Hold |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | $217K | Buy |
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