PWM
Prosperity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
123,745
+1,479
| +1% | +$20.5K | 0.64% | 32 |
|
|
2025
Q1 | $1.6M | Hold |
122,266
| – | – | 0.75% | 25 |
|
|
2024
Q4 | $1.71M | Buy |
122,266
+3,401
| +3% | +$47.6K | 0.7% | 23 |
|
|
2024
Q3 | $1.63M | Buy |
118,865
+571
| +0.5% | +$7.83K | 0.65% | 26 |
|
|
2024
Q2 | $1.6M | Buy |
118,294
+2,032
| +2% | +$27.4K | 0.78% | 24 |
|
|
2024
Q1 | $1.54M | Buy |
116,262
+3,940
| +4% | +$52.1K | 0.73% | 23 |
|
|
2023
Q4 | $1.44M | Buy |
112,322
+3,946
| +4% | +$50.6K | 0.94% | 20 |
|
|
2023
Q3 | $1.37M | Buy |
108,376
+1,728
| +2% | +$21.9K | 0.88% | 18 |
|
|
2023
Q2 | $1.43M | Sell |
106,648
-1,215
| -1% | -$16.2K | 0.92% | 16 |
|
|
2023
Q1 | $1.41M | Buy |
107,863
+3,152
| +3% | +$41.3K | 1.12% | 17 |
|
|
2022
Q4 | $1.32M | Buy |
+104,711
| New | +$1.32M | 1.25% | 20 |
|