Cyndeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Hold |
13,812
| – | – | 0.02% | 346 |
|
|
2025
Q1 | $328K | Sell |
13,812
-1,098
| -7% | -$26.1K | 0.02% | 354 |
|
|
2024
Q4 | $403K | Hold |
14,910
| – | – | 0.03% | 326 |
|
|
2024
Q3 | $375K | Hold |
14,910
| – | – | 0.03% | 335 |
|
|
2024
Q2 | $374K | Sell |
14,910
-151
| -1% | -$3.79K | 0.03% | 306 |
|
|
2024
Q1 | $364K | Sell |
15,061
-14,318
| -49% | -$346K | 0.03% | 302 |
|
|
2023
Q4 | $680K | Hold |
29,379
| – | – | 0.06% | 221 |
|
|
2023
Q3 | $660K | Hold |
29,379
| – | – | 0.07% | 203 |
|
|
2023
Q2 | $732K | Hold |
29,379
| – | – | 0.08% | 190 |
|
|
2023
Q1 | $703K | Hold |
29,379
| – | – | 0.08% | 196 |
|
|
2022
Q4 | $600K | Buy |
+29,379
| New | +$600K | 0.07% | 199 |
|