IFP Advisors’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 | $72.2K | Sell |
5,200
-400
| -7% | -$5.55K | ﹤0.01% | 1838 |
|
|
2025
Q1 | $73.5K | Buy |
5,600
+2,200
| +65% | +$28.9K | ﹤0.01% | 1698 |
|
|
2024
Q4 | $47.6K | Hold |
3,400
| – | – | ﹤0.01% | 1859 |
|
|
2024
Q3 | $46.6K | Hold |
3,400
| – | – | ﹤0.01% | 1769 |
|
|
2024
Q2 | $45.9K | Buy |
3,400
+1,848
| +119% | +$24.9K | ﹤0.01% | 1722 |
|
|
2024
Q1 | $20.5K | Buy |
+1,552
| New | +$20.5K | ﹤0.01% | 1957 |
|
|
2023
Q1 | – | Sell |
-37,209
| Closed | -$526K | – | 3507 |
|
|
2022
Q4 | $526K | Buy |
37,209
+2,906
| +8% | +$41.1K | 0.01% | 875 |
|
|
2022
Q3 | $485K | Buy |
34,303
+28,777
| +521% | +$407K | 0.01% | 948 |
|
|
2022
Q2 | $79K | Hold |
5,526
| – | – | ﹤0.01% | 1840 |
|
|
2022
Q1 | $79K | Buy |
+5,526
| New | +$79K | ﹤0.01% | 1840 |
|
|
2019
Q1 | $17K | Sell |
1,285
-2,478
| -66% | -$32.8K | ﹤0.01% | 1405 |
|
|
2018
Q4 | $44K | Buy |
3,763
+2,038
| +118% | +$23.8K | ﹤0.01% | 1663 |
|
|
2018
Q3 | $25K | Hold |
1,725
| – | – | ﹤0.01% | 2308 |
|
|
2018
Q2 | $24K | Hold |
1,725
| – | – | ﹤0.01% | 2321 |
|
|
2018
Q1 | $25K | Hold |
1,725
| – | – | ﹤0.01% | 2239 |
|
|
2017
Q4 | $25K | Sell |
1,725
-2,110
| -55% | -$30.6K | ﹤0.01% | 2235 |
|
|
2017
Q3 | $54K | Hold |
3,835
| – | – | ﹤0.01% | 1927 |
|
|
2017
Q2 | $53K | Hold |
3,835
| – | – | ﹤0.01% | 1907 |
|
|
2017
Q1 | $51K | Hold |
3,835
| – | – | ﹤0.01% | 1891 |
|
|
2016
Q4 | $49K | Hold |
3,835
| – | – | ﹤0.01% | 1884 |
|
|
2016
Q3 | $51K | Buy |
3,835
+75
| +2% | +$997 | ﹤0.01% | 1788 |
|
|
2016
Q2 | $49K | Buy |
3,760
+2,475
| +193% | +$32.3K | ﹤0.01% | 1765 |
|
|
2016
Q1 | $17K | Sell |
1,285
-4,456
| -78% | -$59K | ﹤0.01% | 1405 |
|
|
2015
Q4 | $77K | Buy |
+5,741
| New | +$77K | 0.01% | 1320 |
|