Horizon 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 | $162K | Hold |
11,660
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $153K | Hold |
11,660
| – | – | 0.03% | 100 |
|
|
2024
Q4 | $163K | Hold |
11,660
| – | – | 0.03% | 99 |
|
|
2024
Q3 | $160K | Buy |
11,660
+200
| +2% | +$2.74K | 0.03% | 83 |
|
|
2024
Q2 | $155K | Buy |
11,460
+200
| +2% | +$2.7K | 0.04% | 77 |
|
|
2024
Q1 | $149K | Hold |
11,260
| – | – | 0.04% | 81 |
|
|
2023
Q4 | $144K | Buy |
11,260
+407
| +4% | +$5.22K | 0.04% | 78 |
|
|
2023
Q3 | $137K | Buy |
10,853
+187
| +2% | +$2.37K | 0.06% | 74 |
|
|
2023
Q2 | $143K | Buy |
10,666
+189
| +2% | +$2.53K | 0.06% | 79 |
|
|
2023
Q1 | $137K | Hold |
10,477
| – | – | 0.1% | 74 |
|
|
2022
Q4 | $133K | Buy |
10,477
+392
| +4% | +$4.96K | 0.11% | 66 |
|
|
2022
Q3 | $120K | Buy |
+10,085
| New | +$120K | 0.09% | 68 |
|