EWM
EPG Wealth Management’s YieldMax AAPL Option Income Strategy ETF APLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,115
| Closed | -$62.1K | – | 320 |
|
|
2025
Q1 | $62.1K | Buy |
4,115
+247
| +6% | +$3.73K | 0.02% | 271 |
|
|
2024
Q4 | $69.8K | Buy |
3,868
+229
| +6% | +$4.13K | 0.02% | 277 |
|
|
2024
Q3 | $66.2K | Buy |
+3,639
| New | +$66.2K | 0.02% | 283 |
|
|
2024
Q2 | – | Sell |
-3,199
| Closed | -$54.9K | – | 303 |
|
|
2024
Q1 | $54.9K | Buy |
3,199
+77
| +2% | +$1.32K | 0.01% | 310 |
|
|
2023
Q4 | $57.1K | Buy |
3,122
+289
| +10% | +$5.29K | 0.02% | 300 |
|
|
2023
Q3 | $52.8K | Buy |
+2,833
| New | +$52.8K | 0.02% | 294 |
|