Axxcess Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.28M | Sell |
48,531
-562
| -1% | -$14.9K | 0.03% | 372 |
|
2025
Q1 | $1.17M | Sell |
49,093
-6,365
| -11% | -$151K | 0.03% | 356 |
|
2024
Q4 | $1.5M | Buy |
55,458
+1,794
| +3% | +$48.5K | 0.04% | 335 |
|
2024
Q3 | $1.35M | Sell |
53,664
-59,239
| -52% | -$1.49M | 0.03% | 332 |
|
2024
Q2 | $2.83M | Sell |
112,903
-11,243
| -9% | -$282K | 0.07% | 198 |
|
2024
Q1 | $3M | Sell |
124,146
-1,093
| -0.9% | -$26.4K | 0.08% | 190 |
|
2023
Q4 | $2.9M | Buy |
125,239
+87,163
| +229% | +$2.02M | 0.08% | 186 |
|
2023
Q3 | $856K | Buy |
+38,076
| New | +$856K | 0.03% | 347 |
|