Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-460
| Closed | -$11.1K | – | 369 |
|
|
2024
Q1 | $11.1K | Hold |
460
| – | – | ﹤0.01% | 244 |
|
|
2023
Q4 | $9.4K | Hold |
460
| – | – | ﹤0.01% | 192 |
|
|
2023
Q3 | $10.3K | Hold |
460
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $11.5K | Hold |
460
| – | – | ﹤0.01% | 219 |
|
|
2023
Q1 | $11K | Hold |
460
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $9.4K | Hold |
460
| – | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $9.44K | Hold |
460
| – | – | ﹤0.01% | 164 |
|
|
2022
Q2 | $10K | Buy |
+460
| New | +$10K | ﹤0.01% | 168 |
|