HWM
Howard Wealth Management’s Nuveen S&P 500 Buy-Write Income Fund BXMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42,391
| Closed | -$544K | – | 106 |
|
|
2023
Q4 | $544K | Buy |
42,391
+5,320
| +14% | +$68.3K | 0.45% | 51 |
|
|
2023
Q3 | $469K | Hold |
37,071
| – | – | 0.43% | 51 |
|
|
2023
Q2 | $496K | Sell |
37,071
-232
| -0.6% | -$3.1K | 0.43% | 54 |
|
|
2023
Q1 | $488K | Sell |
37,303
-543
| -1% | -$7.11K | 0.41% | 59 |
|
|
2022
Q4 | $479K | Sell |
37,846
-1,058
| -3% | -$13.4K | 0.39% | 62 |
|
|
2022
Q3 | $462K | Buy |
+38,904
| New | +$462K | 0.33% | 67 |
|
|
2022
Q2 | – | Sell |
-39,593
| Closed | -$564K | – | 70 |
|
|
2022
Q1 | $564K | Sell |
39,593
-63
| -0.2% | -$897 | 0.31% | 71 |
|
|
2021
Q4 | $580K | Sell |
39,656
-878
| -2% | -$12.8K | 0.31% | 71 |
|
|
2021
Q3 | $576K | Sell |
40,534
-244
| -0.6% | -$3.47K | 0.32% | 73 |
|
|
2021
Q2 | $585K | Sell |
40,778
-154
| -0.4% | -$2.21K | 0.32% | 73 |
|
|
2021
Q1 | $551K | Buy |
40,932
+261
| +0.6% | +$3.51K | 0.32% | 74 |
|
|
2020
Q4 | $523K | Buy |
40,671
+6,095
| +18% | +$78.4K | 0.33% | 74 |
|
|
2020
Q3 | $390K | Sell |
34,576
-438
| -1% | -$4.94K | 0.28% | 81 |
|
|
2020
Q2 | $385K | Sell |
35,014
-702
| -2% | -$7.72K | 0.31% | 74 |
|
|
2020
Q1 | $360K | Sell |
35,716
-1,441
| -4% | -$14.5K | 0.38% | 69 |
|
|
2019
Q4 | $510K | Buy |
+37,157
| New | +$510K | 0.43% | 58 |
|