Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,089
| Closed | -$18.9K | – | 896 |
|
|
2023
Q4 | $18.9K | Hold |
1,089
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $18.3K | Hold |
1,089
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $19.3K | Hold |
1,089
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $18.7K | Hold |
1,089
| – | – | 0.01% | 501 |
|
|
2022
Q4 | $17.3K | Buy |
+1,089
| New | +$17.3K | 0.01% | 546 |
|
|
2022
Q3 | – | Sell |
-1,712
| Closed | -$30K | – | 898 |
|
|
2022
Q2 | $30K | Hold |
1,712
| – | – | 0.01% | 454 |
|
|
2022
Q1 | $36K | Buy |
1,712
+687
| +67% | +$14.4K | 0.01% | 491 |
|
|
2021
Q4 | $23K | Buy |
+1,025
| New | +$23K | 0.01% | 616 |
|