Patriot Financial Group Insurance Agency’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 | $384K | Buy |
27,630
+254
| +0.9% | +$3.53K | 0.04% | 359 |
|
|
2025
Q1 | $359K | Sell |
27,376
-1,349
| -5% | -$17.7K | 0.05% | 350 |
|
|
2024
Q4 | $402K | Sell |
28,725
-96
| -0.3% | -$1.34K | 0.05% | 318 |
|
|
2024
Q3 | $395K | Buy |
28,821
+23
| +0.1% | +$316 | 0.05% | 329 |
|
|
2024
Q2 | $389K | Buy |
28,798
+225
| +0.8% | +$3.04K | 0.06% | 311 |
|
|
2024
Q1 | $378K | Buy |
28,573
+227
| +0.8% | +$3K | 0.06% | 314 |
|
|
2023
Q4 | $364K | Sell |
28,346
-841
| -3% | -$10.8K | 0.07% | 297 |
|
|
2023
Q3 | $370K | Sell |
29,187
-90
| -0.3% | -$1.14K | 0.08% | 293 |
|
|
2023
Q2 | $391K | Buy |
29,277
+209
| +0.7% | +$2.79K | 0.07% | 284 |
|
|
2023
Q1 | $381K | Sell |
29,068
-100
| -0.3% | -$1.31K | 0.08% | 277 |
|
|
2022
Q4 | $369K | Buy |
29,168
+435
| +2% | +$5.5K | 0.05% | 267 |
|
|
2022
Q3 | $341K | Sell |
28,733
-1,277
| -4% | -$15.2K | 0.08% | 271 |
|
|
2022
Q2 | $371K | Sell |
30,010
-3,010
| -9% | -$37.2K | 0.08% | 259 |
|
|
2022
Q1 | $471K | Sell |
33,020
-1,094
| -3% | -$15.6K | 0.08% | 244 |
|
|
2021
Q4 | $500K | Buy |
34,114
+694
| +2% | +$10.2K | 0.08% | 242 |
|
|
2021
Q3 | $476K | Buy |
33,420
+2,195
| +7% | +$31.3K | 0.08% | 244 |
|
|
2021
Q2 | $449K | Buy |
31,225
+505
| +2% | +$7.26K | 0.08% | 248 |
|
|
2021
Q1 | $414K | Buy |
30,720
+1,688
| +6% | +$22.7K | 0.09% | 229 |
|
|
2020
Q4 | $374K | Buy |
29,032
+1,486
| +5% | +$19.1K | 0.09% | 221 |
|
|
2020
Q3 | $311K | Buy |
27,546
+206
| +0.8% | +$2.33K | 0.1% | 196 |
|
|
2020
Q2 | $301K | Sell |
27,340
-552
| -2% | -$6.08K | 0.12% | 178 |
|
|
2020
Q1 | $282K | Buy |
27,892
+706
| +3% | +$7.14K | 0.13% | 171 |
|
|
2019
Q4 | $384K | Buy |
27,186
+1,159
| +4% | +$16.4K | 0.14% | 137 |
|
|
2019
Q3 | $340K | Hold |
26,027
| – | – | 0.15% | 129 |
|
|
2019
Q2 | $347K | Sell |
26,027
-1,220
| -4% | -$16.3K | 0.15% | 122 |
|
|
2019
Q1 | $360K | Sell |
27,247
-608
| -2% | -$8.03K | 0.18% | 98 |
|
|
2018
Q4 | $336K | Sell |
27,855
-18
| -0.1% | -$217 | 0.22% | 78 |
|
|
2018
Q3 | $401K | Buy |
27,873
+5,970
| +27% | +$85.9K | 0.24% | 63 |
|
|
2018
Q2 | $309K | Buy |
21,903
+248
| +1% | +$3.5K | 0.33% | 52 |
|
|
2018
Q1 | $287K | Buy |
21,655
+2,605
| +14% | +$34.5K | 0.21% | 99 |
|
|
2017
Q4 | $270K | Buy |
19,050
+6,035
| +46% | +$85.5K | 0.2% | 98 |
|
|
2017
Q3 | $181K | Buy |
13,015
+4,258
| +49% | +$59.2K | 0.16% | 114 |
|
|
2017
Q2 | $122K | Buy |
8,757
+3,551
| +68% | +$49.5K | 0.13% | 140 |
|
|
2017
Q1 | $70K | Buy |
5,206
+803
| +18% | +$10.8K | 0.07% | 186 |
|
|
2016
Q4 | $57K | Buy |
+4,403
| New | +$57K | 0.08% | 196 |
|