WDG
Wealth Dimensions Group’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 | $152K | Sell |
10,943
-1,310
| -11% | -$18.2K | 0.03% | 171 |
|
|
2025
Q1 | $161K | Sell |
12,253
-952
| -7% | -$12.5K | 0.04% | 160 |
|
|
2024
Q4 | $185K | Hold |
13,205
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $181K | Hold |
13,205
| – | – | 0.05% | 146 |
|
|
2024
Q2 | $178K | Hold |
13,205
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $175K | Sell |
13,205
-368
| -3% | -$4.87K | 0.05% | 141 |
|
|
2023
Q4 | $174K | Hold |
13,573
| – | – | 0.06% | 134 |
|
|
2023
Q3 | $172K | Hold |
13,573
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $181K | Hold |
13,573
| – | – | 0.07% | 136 |
|
|
2023
Q1 | $178K | Hold |
13,573
| – | – | 0.07% | 130 |
|
|
2022
Q4 | $172K | Hold |
13,573
| – | – | 0.07% | 127 |
|
|
2022
Q3 | $161K | Hold |
13,573
| – | – | 0.08% | 118 |
|
|
2022
Q2 | $168K | Hold |
13,573
| – | – | 0.08% | 125 |
|
|
2022
Q1 | $193K | Hold |
13,573
| – | – | 0.09% | 129 |
|
|
2021
Q4 | $199K | Hold |
13,573
| – | – | 0.1% | 128 |
|
|
2021
Q3 | $193K | Hold |
13,573
| – | – | 0.12% | 127 |
|
|
2021
Q2 | $195K | Hold |
13,573
| – | – | 0.13% | 118 |
|
|
2021
Q1 | $183K | Hold |
13,573
| – | – | 0.14% | 116 |
|
|
2020
Q4 | $175K | Buy |
+13,573
| New | +$175K | 0.15% | 110 |
|