Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-750
| Closed | -$17K | – | 497 |
|
|
2017
Q3 | $17K | Hold |
750
| – | – | ﹤0.01% | 387 |
|
|
2017
Q2 | $16K | Hold |
750
| – | – | ﹤0.01% | 396 |
|
|
2017
Q1 | $16K | Hold |
750
| – | – | ﹤0.01% | 384 |
|
|
2016
Q4 | $14K | Hold |
750
| – | – | ﹤0.01% | 403 |
|
|
2016
Q3 | $14K | Hold |
750
| – | – | ﹤0.01% | 420 |
|
|
2016
Q2 | $13K | Hold |
750
| – | – | ﹤0.01% | 374 |
|
|
2016
Q1 | $14K | Buy |
+750
| New | +$14K | ﹤0.01% | 389 |
|