Jackson Grant Investment Advisers’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 | $432K | Buy |
31,103
+456
| +1% | +$6.33K | 0.16% | 74 |
|
|
2025
Q1 | $402K | Buy |
30,647
+477
| +2% | +$6.26K | 0.16% | 74 |
|
|
2024
Q4 | $422K | Buy |
30,170
+436
| +1% | +$6.1K | 0.16% | 70 |
|
|
2024
Q3 | $408K | Buy |
29,734
+379
| +1% | +$5.2K | 0.15% | 73 |
|
|
2024
Q2 | $396K | Buy |
29,355
+378
| +1% | +$5.1K | 0.16% | 73 |
|
|
2024
Q1 | $383K | Buy |
28,977
+381
| +1% | +$5.04K | 0.16% | 72 |
|
|
2023
Q4 | $367K | Buy |
28,596
+384
| +1% | +$4.93K | 0.16% | 72 |
|
|
2023
Q3 | $357K | Buy |
28,212
+387
| +1% | +$4.9K | 0.17% | 69 |
|
|
2023
Q2 | $372K | Buy |
27,825
+358
| +1% | +$4.79K | 0.17% | 70 |
|
|
2023
Q1 | $360K | Buy |
27,467
+357
| +1% | +$4.67K | 0.17% | 77 |
|
|
2022
Q4 | $343K | Buy |
27,110
+362
| +1% | +$4.58K | 0.17% | 75 |
|
|
2022
Q3 | $318K | Buy |
26,748
+371
| +1% | +$4.41K | 0.17% | 72 |
|
|
2022
Q2 | $326K | Buy |
26,377
+349
| +1% | +$4.31K | 0.16% | 74 |
|
|
2022
Q1 | $371K | Sell |
26,028
-2,350
| -8% | -$33.5K | 0.16% | 77 |
|
|
2021
Q4 | $416K | Buy |
28,378
+288
| +1% | +$4.22K | 0.21% | 60 |
|
|
2021
Q3 | $400K | Buy |
28,090
+292
| +1% | +$4.16K | 0.18% | 74 |
|
|
2021
Q2 | $399K | Buy |
27,798
+288
| +1% | +$4.13K | 0.18% | 73 |
|
|
2021
Q1 | $371K | Buy |
27,510
+306
| +1% | +$4.13K | 0.17% | 73 |
|
|
2020
Q4 | $350K | Buy |
27,204
+317
| +1% | +$4.08K | 0.18% | 65 |
|
|
2020
Q3 | $303K | Sell |
26,887
-5,712
| -18% | -$64.4K | 0.18% | 62 |
|
|
2020
Q2 | $359K | Buy |
32,599
+533
| +2% | +$5.87K | 0.23% | 56 |
|
|
2020
Q1 | $324K | Hold |
32,066
| – | – | 0.24% | 57 |
|
|
2019
Q4 | $441K | Buy |
32,066
+880
| +3% | +$12.1K | 0.24% | 56 |
|
|
2019
Q3 | $408K | Sell |
31,186
-1,595
| -5% | -$20.9K | 0.23% | 55 |
|
|
2019
Q2 | $437K | Buy |
32,781
+468
| +1% | +$6.24K | 0.25% | 53 |
|
|
2019
Q1 | $427K | Hold |
32,313
| – | – | 0.26% | 54 |
|
|
2018
Q4 | $390K | Sell |
32,313
-1,466
| -4% | -$17.7K | 0.27% | 52 |
|
|
2018
Q3 | $485K | Buy |
33,779
+480
| +1% | +$6.89K | 0.3% | 46 |
|
|
2018
Q2 | $469K | Buy |
33,299
+498
| +2% | +$7.01K | 0.32% | 45 |
|
|
2018
Q1 | $437K | Hold |
32,801
| – | – | 0.31% | 47 |
|
|
2017
Q4 | $467K | Sell |
32,801
-898
| -3% | -$12.8K | 0.32% | 47 |
|
|
2017
Q3 | $471K | Buy |
33,699
+448
| +1% | +$6.26K | 0.34% | 45 |
|
|
2017
Q2 | $461K | Buy |
33,251
+459
| +1% | +$6.36K | 0.36% | 40 |
|
|
2017
Q1 | $434K | Sell |
32,792
-4,070
| -11% | -$53.9K | 0.35% | 40 |
|
|
2016
Q4 | $469K | Buy |
36,862
+1,063
| +3% | +$13.5K | 0.4% | 37 |
|
|
2016
Q3 | $474K | Buy |
35,799
+546
| +2% | +$7.23K | 0.39% | 37 |
|
|
2016
Q2 | $459K | Buy |
35,253
+554
| +2% | +$7.21K | 0.4% | 36 |
|
|
2016
Q1 | $441K | Sell |
34,699
-3,812
| -10% | -$48.4K | 0.4% | 37 |
|
|
2015
Q4 | $517K | Buy |
+38,511
| New | +$517K | 0.49% | 37 |
|