KFS
Kaizen Financial Strategies’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Sell |
74,113
-15,601
| -17% | -$261K | 0.63% | 30 |
|
2025
Q1 | $1.49M | Buy |
89,714
+28,407
| +46% | +$472K | 0.86% | 26 |
|
2024
Q4 | $1.12M | Buy |
61,307
+3,544
| +6% | +$64.6K | 0.63% | 30 |
|
2024
Q3 | $1.04M | Buy |
57,763
+2,876
| +5% | +$51.9K | 0.6% | 29 |
|
2024
Q2 | $944K | Buy |
54,887
+10,222
| +23% | +$176K | 0.59% | 30 |
|
2024
Q1 | $800K | Buy |
44,665
+12,472
| +39% | +$223K | 0.54% | 34 |
|
2023
Q4 | $558K | Buy |
32,193
+17,193
| +115% | +$298K | 0.42% | 42 |
|
2023
Q3 | $252K | Buy |
15,000
+4,751
| +46% | +$79.7K | 0.21% | 84 |
|
2023
Q2 | $184K | Buy |
+10,249
| New | +$184K | 0.16% | 109 |
|