Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $23.6K | Buy |
1,154
+577
| +100% | +$11.8K | ﹤0.01% | 635 |
|
|
2022
Q3 | $12K | Hold |
577
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $12.6K | Hold |
577
| – | – | ﹤0.01% | 631 |
|
|
2022
Q1 | $16K | Buy |
+577
| New | +$16K | ﹤0.01% | 635 |
|
|
2021
Q3 | $16K | Hold |
577
| – | – | 0.01% | 591 |
|
|
2021
Q2 | $17K | Hold |
577
| – | – | 0.01% | 587 |
|
|
2021
Q1 | $16K | Buy |
+577
| New | +$16K | 0.01% | 519 |
|