Invera Wealth Advisors’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $223K | Hold |
13,387
| – | – | 0.26% | 41 |
|
|
2024
Q4 | $249K | Sell |
13,387
-1,650
| -11% | -$30.6K | 0.25% | 43 |
|
|
2024
Q3 | $278K | Hold |
15,037
| – | – | 0.28% | 41 |
|
|
2024
Q2 | $269K | Sell |
15,037
-8,518
| -36% | -$153K | 0.28% | 42 |
|
|
2024
Q1 | $414K | Hold |
23,555
| – | – | 0.35% | 54 |
|
|
2023
Q4 | $408K | Buy |
+23,555
| New | +$408K | 0.26% | 78 |
|