Spire Wealth Management’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 | $519K | Buy |
37,364
+3,468
| +10% | +$48.1K | 0.02% | 499 |
|
|
2025
Q1 | $445K | Buy |
33,896
+3,920
| +13% | +$51.4K | 0.01% | 601 |
|
|
2024
Q4 | $419K | Buy |
29,976
+10,465
| +54% | +$146K | 0.01% | 601 |
|
|
2024
Q3 | $268K | Buy |
19,511
+12,311
| +171% | +$169K | 0.01% | 662 |
|
|
2024
Q2 | $97.2K | Sell |
7,200
-14,146
| -66% | -$191K | ﹤0.01% | 902 |
|
|
2024
Q1 | $282K | Hold |
21,346
| – | – | 0.01% | 680 |
|
|
2023
Q4 | $274K | Buy |
21,346
+1,650
| +8% | +$21.2K | 0.01% | 680 |
|
|
2023
Q3 | $249K | Sell |
19,696
-30,072
| -60% | -$381K | 0.01% | 646 |
|
|
2023
Q2 | $665K | Sell |
49,768
-500
| -1% | -$6.69K | 0.02% | 430 |
|
|
2023
Q1 | $658K | Buy |
50,268
+44,768
| +814% | +$586K | 0.03% | 433 |
|
|
2022
Q4 | $70K | Hold |
5,500
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $65K | Sell |
5,500
-44,385
| -89% | -$525K | ﹤0.01% | 858 |
|
|
2022
Q2 | $617K | Sell |
49,885
-43,491
| -47% | -$538K | 0.03% | 421 |
|
|
2022
Q1 | $1.33M | Buy |
93,376
+13,320
| +17% | +$190K | 0.04% | 332 |
|
|
2021
Q4 | $1.17M | Buy |
80,056
+2,630
| +3% | +$38.5K | 0.03% | 427 |
|
|
2021
Q3 | $1.1M | Buy |
77,426
+6,159
| +9% | +$87.7K | 0.03% | 391 |
|
|
2021
Q2 | $1.02M | Sell |
71,267
-491
| -0.7% | -$7.06K | 0.03% | 420 |
|
|
2021
Q1 | $967K | Buy |
+71,758
| New | +$967K | 0.03% | 451 |
|