Acorn Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
11,441
| – | – | 0.07% | 246 |
|
|
2025
Q1 | $190K | Hold |
11,441
| – | – | 0.08% | 228 |
|
|
2024
Q4 | $208K | Sell |
11,441
-2,972
| -21% | -$54.2K | 0.09% | 227 |
|
|
2024
Q3 | $260K | Hold |
14,413
| – | – | 0.11% | 187 |
|
|
2024
Q2 | $255K | Hold |
14,413
| – | – | 0.13% | 170 |
|
|
2024
Q1 | $258K | Buy |
14,413
+979
| +7% | +$17.5K | 0.13% | 164 |
|
|
2023
Q4 | $233K | Buy |
13,434
+1,300
| +11% | +$22.5K | 0.14% | 165 |
|
|
2023
Q3 | $203K | Buy |
+12,134
| New | +$203K | 0.14% | 174 |
|