Keystone Financial Group (Kentucky)’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
Q2 | $765K | Buy |
45,725
+90
| +0.2% | +$1.51K | 0.07% | 182 |
|
|
2025
Q1 | $759K | Hold |
45,635
| – | – | 0.08% | 172 |
|
|
2024
Q4 | $831K | Buy |
45,635
+450
| +1% | +$8.2K | 0.08% | 160 |
|
|
2024
Q3 | $815K | Buy |
+45,185
| New | +$815K | 0.1% | 143 |
|
|
2024
Q2 | – | Sell |
-32,610
| Closed | -$584K | – | 265 |
|
|
2024
Q1 | $584K | Buy |
32,610
+2,643
| +9% | +$47.3K | 0.09% | 156 |
|
|
2023
Q4 | $520K | Sell |
29,967
-1,085
| -3% | -$18.8K | 0.09% | 146 |
|
|
2023
Q3 | $521K | Sell |
31,052
-3,250
| -9% | -$54.5K | 0.09% | 152 |
|
|
2023
Q2 | $609K | Buy |
+34,302
| New | +$609K | 0.1% | 134 |
|
|
2022
Q4 | $528K | Buy |
33,200
+55
| +0.2% | +$875 | 0.1% | 143 |
|
|
2022
Q3 | $519K | Sell |
33,145
-2,547
| -7% | -$39.9K | 0.11% | 138 |
|
|
2022
Q2 | $624K | Buy |
35,692
+2,603
| +8% | +$45.5K | 0.12% | 133 |
|
|
2022
Q1 | $694K | Buy |
33,089
+13,928
| +73% | +$292K | 0.12% | 131 |
|
|
2021
Q4 | $425K | Buy |
19,161
+7,431
| +63% | +$165K | 0.07% | 183 |
|
|
2021
Q3 | $259K | Buy |
+11,730
| New | +$259K | 0.05% | 252 |
|