Kestra Private Wealth Services’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 | $254K | Buy |
18,292
+875
| +5% | +$12.1K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $229K | Buy |
17,417
+1,189
| +7% | +$15.6K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $227K | Buy |
16,228
+870
| +6% | +$12.2K | ﹤0.01% | 1259 |
|
|
2024
Q3 | $211K | Sell |
15,358
-4,069
| -21% | -$55.8K | ﹤0.01% | 1243 |
|
|
2024
Q2 | $262K | Sell |
19,427
-4,038
| -17% | -$54.5K | 0.01% | 1097 |
|
|
2024
Q1 | $310K | Buy |
23,465
+1,500
| +7% | +$19.8K | 0.01% | 999 |
|
|
2023
Q4 | $282K | Sell |
21,965
-1,991
| -8% | -$25.5K | 0.01% | 976 |
|
|
2023
Q3 | $303K | Sell |
23,956
-766
| -3% | -$9.7K | 0.01% | 864 |
|
|
2023
Q2 | $331K | Buy |
24,722
+122
| +0.5% | +$1.63K | 0.01% | 785 |
|
|
2023
Q1 | $322K | Hold |
24,600
| – | – | 0.01% | 759 |
|
|
2022
Q4 | $311K | Sell |
24,600
-14,757
| -37% | -$187K | 0.02% | 658 |
|
|
2022
Q3 | $468K | Buy |
39,357
+15,126
| +62% | +$180K | 0.03% | 513 |
|
|
2022
Q2 | $300K | Buy |
24,231
+86
| +0.4% | +$1.07K | 0.02% | 657 |
|
|
2022
Q1 | $344K | Buy |
24,145
+4,000
| +20% | +$57K | 0.02% | 696 |
|
|
2021
Q4 | $295K | Buy |
20,145
+3,580
| +22% | +$52.4K | 0.01% | 769 |
|
|
2021
Q3 | $236K | Sell |
16,565
-692
| -4% | -$9.86K | 0.01% | 795 |
|
|
2021
Q2 | $248K | Buy |
17,257
+845
| +5% | +$12.1K | 0.02% | 736 |
|
|
2021
Q1 | $221K | Sell |
16,412
-3,976
| -20% | -$53.5K | 0.02% | 706 |
|
|
2020
Q4 | $260K | Buy |
20,388
+116
| +0.6% | +$1.48K | 0.02% | 595 |
|
|
2020
Q3 | $229K | Buy |
+20,272
| New | +$229K | 0.02% | 564 |
|