Sheaff Brock Investment 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
Q1 | $173K | Sell |
13,188
-10
| -0.1% | -$131 | 0.02% | 411 |
|
|
2024
Q4 | $185K | Buy |
13,198
+1,441
| +12% | +$20.2K | 0.02% | 406 |
|
|
2024
Q3 | $161K | Sell |
11,757
-37
| -0.3% | -$508 | 0.01% | 412 |
|
|
2024
Q2 | $159K | Buy |
11,794
+790
| +7% | +$10.7K | 0.01% | 410 |
|
|
2024
Q1 | $146K | Sell |
11,004
-1,507
| -12% | -$19.9K | 0.01% | 451 |
|
|
2023
Q4 | $161K | Buy |
+12,511
| New | +$161K | 0.01% | 426 |
|
|
2022
Q4 | – | Sell |
-19,396
| Closed | -$230K | – | 490 |
|
|
2022
Q3 | $230K | Sell |
19,396
-62
| -0.3% | -$735 | 0.02% | 376 |
|
|
2022
Q2 | $241K | Sell |
19,458
-26
| -0.1% | -$322 | 0.02% | 377 |
|
|
2022
Q1 | $278K | Hold |
19,484
| – | – | 0.02% | 382 |
|
|
2021
Q4 | $285K | Hold |
19,484
| – | – | 0.02% | 392 |
|
|
2021
Q3 | $277K | Sell |
19,484
-30
| -0.2% | -$427 | 0.02% | 393 |
|
|
2021
Q2 | $280K | Hold |
19,514
| – | – | 0.02% | 377 |
|
|
2021
Q1 | $263K | Sell |
19,514
-615
| -3% | -$8.29K | 0.02% | 369 |
|
|
2020
Q4 | $259K | Sell |
20,129
-25
| -0.1% | -$322 | 0.02% | 361 |
|
|
2020
Q3 | $227K | Buy |
20,154
+5,495
| +37% | +$61.9K | 0.02% | 360 |
|
|
2020
Q2 | $161K | Hold |
14,659
| – | – | 0.02% | 393 |
|
|
2020
Q1 | $148K | Hold |
14,659
| – | – | 0.02% | 343 |
|
|
2019
Q4 | $202K | Sell |
14,659
-2,979
| -17% | -$41.1K | 0.02% | 407 |
|
|
2019
Q3 | $231K | Sell |
17,638
-15
| -0.1% | -$196 | 0.03% | 369 |
|
|
2019
Q2 | $235K | Sell |
17,653
-439
| -2% | -$5.84K | 0.03% | 377 |
|
|
2019
Q1 | $239K | Hold |
18,092
| – | – | 0.03% | 389 |
|
|
2018
Q4 | $218K | Buy |
18,092
+21
| +0.1% | +$253 | 0.03% | 380 |
|
|
2018
Q3 | $260K | Sell |
18,071
-1,791
| -9% | -$25.8K | 0.02% | 376 |
|
|
2018
Q2 | $280K | Sell |
19,862
-990
| -5% | -$14K | 0.03% | 362 |
|
|
2018
Q1 | $278K | Sell |
20,852
-2,447
| -11% | -$32.6K | 0.03% | 358 |
|
|
2017
Q4 | $332K | Sell |
23,299
-983
| -4% | -$14K | 0.04% | 331 |
|
|
2017
Q3 | $339K | Buy |
24,282
+8
| +0% | +$112 | 0.04% | 330 |
|
|
2017
Q2 | $336K | Buy |
24,274
+4,027
| +20% | +$55.7K | 0.04% | 355 |
|
|
2017
Q1 | $268K | Sell |
20,247
-8,039
| -28% | -$106K | 0.03% | 423 |
|
|
2016
Q4 | $360K | Buy |
+28,286
| New | +$360K | 0.05% | 346 |
|
|
2016
Q1 | – | Sell |
-42,234
| Closed | -$567K | – | 639 |
|
|
2015
Q4 | $567K | Buy |
+42,234
| New | +$567K | 0.06% | 294 |
|