Harbor Investment Advisory’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 | $34.3K | Hold |
2,468
| – | – | ﹤0.01% | 689 |
|
|
2025
Q1 | $32.4K | Sell |
2,468
-5,422
| -69% | -$71.1K | ﹤0.01% | 679 |
|
|
2024
Q4 | $110K | Hold |
7,890
| – | – | 0.01% | 435 |
|
|
2024
Q3 | $108K | Hold |
7,890
| – | – | 0.01% | 442 |
|
|
2024
Q2 | $107K | Hold |
7,890
| – | – | 0.01% | 429 |
|
|
2024
Q1 | $104K | Hold |
7,890
| – | – | 0.01% | 440 |
|
|
2023
Q4 | $101K | Hold |
7,890
| – | – | 0.01% | 418 |
|
|
2023
Q3 | $99.9K | Hold |
7,890
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $105K | Hold |
7,890
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $103K | Hold |
7,890
| – | – | 0.02% | 487 |
|
|
2022
Q4 | $99.8K | Hold |
7,890
| – | – | 0.02% | 494 |
|
|
2022
Q3 | $94K | Hold |
7,890
| – | – | 0.02% | 484 |
|
|
2022
Q2 | $98K | Hold |
7,890
| – | – | 0.02% | 501 |
|
|
2022
Q1 | $112K | Buy |
7,890
+2,468
| +46% | +$35K | 0.01% | 502 |
|
|
2021
Q4 | $79K | Sell |
5,422
-350
| -6% | -$5.1K | 0.01% | 606 |
|
|
2021
Q3 | $82K | Sell |
5,772
-17
| -0.3% | -$242 | 0.01% | 578 |
|
|
2021
Q2 | $83K | Hold |
5,789
| – | – | 0.01% | 553 |
|
|
2021
Q1 | $78K | Hold |
5,789
| – | – | 0.01% | 548 |
|
|
2020
Q4 | $75K | Hold |
5,789
| – | – | 0.01% | 514 |
|
|
2020
Q3 | $65K | Sell |
5,789
-23,804
| -80% | -$267K | 0.01% | 434 |
|
|
2020
Q2 | $326K | Buy |
29,593
+1,951
| +7% | +$21.5K | 0.07% | 191 |
|
|
2020
Q1 | $279K | Buy |
27,642
+520
| +2% | +$5.25K | 0.08% | 190 |
|
|
2019
Q4 | $373K | Buy |
+27,122
| New | +$373K | 0.09% | 180 |
|