AE Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,867
| Closed | -$347K | – | 1785 |
|
|
2023
Q4 | $347K | Buy |
14,867
+2,869
| +24% | +$66.9K | ﹤0.01% | 1630 |
|
|
2023
Q3 | $270K | Buy |
+11,998
| New | +$270K | ﹤0.01% | 1652 |
|
|
2021
Q4 | – | Sell |
-9,276
| Closed | -$263K | – | 1761 |
|
|
2021
Q3 | $263K | Sell |
9,276
-701
| -7% | -$19.9K | ﹤0.01% | 1415 |
|
|
2021
Q2 | $293K | Buy |
9,977
+401
| +4% | +$11.8K | ﹤0.01% | 1347 |
|
|
2021
Q1 | $260K | Sell |
9,576
-85
| -0.9% | -$2.31K | ﹤0.01% | 1308 |
|
|
2020
Q4 | $251K | Buy |
+9,661
| New | +$251K | ﹤0.01% | 1197 |
|