Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,500
| Closed | -$61K | – | 691 |
|
|
2017
Q4 | $61K | Hold |
2,500
| – | – | ﹤0.01% | 552 |
|
|
2017
Q3 | $55K | Hold |
2,500
| – | – | ﹤0.01% | 563 |
|
|
2017
Q2 | $54K | Hold |
2,500
| – | – | ﹤0.01% | 565 |
|
|
2017
Q1 | $52K | Hold |
2,500
| – | – | ﹤0.01% | 589 |
|
|
2016
Q4 | $46K | Hold |
2,500
| – | – | ﹤0.01% | 622 |
|
|
2016
Q3 | $47K | Buy |
2,500
+2,000
| +400% | +$37.6K | ﹤0.01% | 611 |
|
|
2016
Q2 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 863 |
|