Geneos Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Sell |
9,252
-11,293
| -55% | -$157K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $270K | Buy |
20,545
+18,136
| +753% | +$238K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $33.7K | Sell |
2,409
-10
| -0.4% | -$140 | ﹤0.01% | 1488 |
|
|
2024
Q3 | $33.2K | Buy |
2,419
+1,419
| +142% | +$19.5K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $13.5K | Hold |
1,000
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q1 | $13.2K | Hold |
1,000
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q4 | $12.8K | Hold |
1,000
| – | – | ﹤0.01% | 1480 |
|
|
2023
Q3 | $12.7K | Hold |
1,000
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q2 | $13.4K | Sell |
1,000
-700
| -41% | -$9.36K | ﹤0.01% | 1491 |
|
|
2023
Q1 | $22.3K | Hold |
1,700
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q4 | $21.5K | Sell |
1,700
-5,541
| -77% | -$70.1K | ﹤0.01% | 1321 |
|
|
2022
Q3 | $86K | Buy |
7,241
+3,112
| +75% | +$37K | 0.01% | 854 |
|
|
2022
Q2 | $52K | Buy |
4,129
+9
| +0.2% | +$113 | ﹤0.01% | 1261 |
|
|
2022
Q1 | $58K | Sell |
4,120
-189
| -4% | -$2.66K | ﹤0.01% | 1314 |
|
|
2021
Q4 | $63K | Sell |
4,309
-3,649
| -46% | -$53.4K | ﹤0.01% | 1373 |
|
|
2021
Q3 | $114K | Buy |
7,958
+5
| +0.1% | +$72 | ﹤0.01% | 1112 |
|
|
2021
Q2 | $116K | Sell |
7,953
-995
| -11% | -$14.5K | ﹤0.01% | 1107 |
|
|
2021
Q1 | $125K | Sell |
8,948
-2,995
| -25% | -$41.8K | ﹤0.01% | 1198 |
|
|
2020
Q4 | $158K | Sell |
11,943
-3,237
| -21% | -$42.8K | 0.01% | 924 |
|
|
2020
Q3 | $168K | Sell |
15,180
-888
| -6% | -$9.83K | 0.01% | 740 |
|
|
2020
Q2 | $172K | Sell |
16,068
-296
| -2% | -$3.17K | 0.01% | 714 |
|
|
2020
Q1 | $166K | Buy |
16,364
+15
| +0.1% | +$152 | 0.01% | 674 |
|
|
2019
Q4 | $225K | Sell |
16,349
-962
| -6% | -$13.2K | 0.01% | 658 |
|
|
2019
Q3 | $225K | Buy |
17,311
+19
| +0.1% | +$247 | 0.01% | 617 |
|
|
2019
Q2 | $230K | Sell |
17,292
-485
| -3% | -$6.45K | 0.01% | 617 |
|
|
2019
Q1 | $234K | Sell |
17,777
-125
| -0.7% | -$1.65K | 0.02% | 593 |
|
|
2018
Q4 | $211K | Sell |
17,902
-139
| -0.8% | -$1.64K | 0.02% | 584 |
|
|
2018
Q3 | $259K | Buy |
18,041
+12,072
| +202% | +$173K | 0.02% | 555 |
|
|
2018
Q2 | $84K | Sell |
5,969
-11,572
| -66% | -$163K | 0.01% | 843 |
|
|
2018
Q1 | $233K | Sell |
17,541
-650
| -4% | -$8.63K | 0.02% | 501 |
|
|
2017
Q4 | $259K | Buy |
18,191
+399
| +2% | +$5.68K | 0.02% | 466 |
|
|
2017
Q3 | $248K | Buy |
17,792
+24
| +0.1% | +$335 | 0.02% | 453 |
|
|
2017
Q2 | $246K | Buy |
17,768
+72
| +0.4% | +$997 | 0.03% | 440 |
|
|
2017
Q1 | $234K | Buy |
17,696
+775
| +5% | +$10.2K | 0.02% | 438 |
|
|
2016
Q4 | $215K | Buy |
16,921
+55
| +0.3% | +$699 | 0.03% | 444 |
|
|
2016
Q3 | $223K | Hold |
16,866
| – | – | 0.03% | 423 |
|
|
2016
Q2 | $220K | Buy |
16,866
+28
| +0.2% | +$365 | 0.03% | 413 |
|
|
2016
Q1 | $217K | Buy |
+16,838
| New | +$217K | 0.03% | 416 |
|