Steward Partners Investment Advisory’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 | $700K | Buy |
50,446
+516
| +1% | +$7.16K | 0.01% | 1137 |
|
|
2025
Q1 | $655K | Sell |
49,930
-2,146
| -4% | -$28.2K | 0.01% | 1102 |
|
|
2024
Q4 | $729K | Buy |
52,076
+3,789
| +8% | +$53K | 0.01% | 989 |
|
|
2024
Q3 | $662K | Buy |
48,287
+300
| +0.6% | +$4.12K | 0.01% | 998 |
|
|
2024
Q2 | $648K | Buy |
47,987
+749
| +2% | +$10.1K | 0.01% | 953 |
|
|
2024
Q1 | $625K | Buy |
47,238
+2,007
| +4% | +$26.6K | 0.01% | 965 |
|
|
2023
Q4 | $580K | Sell |
45,231
-11,039
| -20% | -$142K | 0.01% | 937 |
|
|
2023
Q3 | $712K | Buy |
56,270
+8,498
| +18% | +$108K | 0.01% | 789 |
|
|
2023
Q2 | $639K | Buy |
47,772
+6,148
| +15% | +$82.2K | 0.01% | 848 |
|
|
2023
Q1 | $545K | Sell |
41,624
-2,882
| -6% | -$37.7K | 0.01% | 892 |
|
|
2022
Q4 | $563K | Buy |
44,506
+1,505
| +3% | +$19K | 0.01% | 864 |
|
|
2022
Q3 | $511K | Buy |
43,001
+3,030
| +8% | +$36K | 0.01% | 847 |
|
|
2022
Q2 | $494K | Buy |
39,971
+2,770
| +7% | +$34.2K | 0.01% | 854 |
|
|
2022
Q1 | $530K | Buy |
37,201
+5,600
| +18% | +$79.8K | 0.01% | 916 |
|
|
2021
Q4 | $463K | Buy |
31,601
+172
| +0.5% | +$2.52K | 0.01% | 962 |
|
|
2021
Q3 | $447K | Sell |
31,429
-1,507
| -5% | -$21.4K | 0.01% | 945 |
|
|
2021
Q2 | $473K | Sell |
32,936
-7,757
| -19% | -$111K | 0.01% | 955 |
|
|
2021
Q1 | $549K | Buy |
40,693
+6,817
| +20% | +$91.9K | 0.01% | 856 |
|
|
2020
Q4 | $436K | Buy |
33,876
+82
| +0.2% | +$1.06K | 0.01% | 794 |
|
|
2020
Q3 | $381K | Sell |
33,794
-48,106
| -59% | -$542K | 0.01% | 737 |
|
|
2020
Q2 | $901K | Sell |
81,900
-69,806
| -46% | -$768K | 0.03% | 481 |
|
|
2020
Q1 | $1.53M | Sell |
151,706
-5,111
| -3% | -$51.6K | 0.06% | 303 |
|
|
2019
Q4 | $2.16M | Buy |
156,817
+91,580
| +140% | +$1.26M | 0.06% | 291 |
|
|
2019
Q3 | $852K | Buy |
65,237
+34,400
| +112% | +$449K | 0.03% | 450 |
|
|
2019
Q2 | $410K | Buy |
30,837
+517
| +2% | +$6.87K | 0.02% | 609 |
|
|
2019
Q1 | $400K | Buy |
30,320
+4,807
| +19% | +$63.4K | 0.02% | 567 |
|
|
2018
Q4 | $307K | Buy |
25,513
+2,331
| +10% | +$28K | 0.02% | 596 |
|
|
2018
Q3 | $333K | Buy |
23,182
+4,303
| +23% | +$61.8K | 0.02% | 593 |
|
|
2018
Q2 | $266K | Buy |
18,879
+9,756
| +107% | +$137K | 0.02% | 590 |
|
|
2018
Q1 | $121K | Hold |
9,123
| – | – | 0.01% | 728 |
|
|
2017
Q4 | $130K | Buy |
9,123
+936
| +11% | +$13.3K | 0.01% | 597 |
|
|
2017
Q3 | $114K | Buy |
8,187
+75
| +0.9% | +$1.04K | 0.01% | 520 |
|
|
2017
Q2 | $112K | Buy |
8,112
+2,238
| +38% | +$30.9K | 0.01% | 478 |
|
|
2017
Q1 | $77K | Hold |
5,874
| – | – | 0.01% | 470 |
|
|
2016
Q4 | $74K | Buy |
+5,874
| New | +$74K | 0.03% | 273 |
|