Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Sell |
13,887
-2,782
| -17% | -$73.6K | 0.03% | 503 |
|
|
2025
Q1 | $397K | Sell |
16,669
-13,315
| -44% | -$317K | 0.04% | 461 |
|
|
2024
Q4 | $811K | Buy |
29,984
+15,689
| +110% | +$424K | 0.06% | 317 |
|
|
2024
Q3 | $355K | Sell |
14,295
-3,660
| -20% | -$90.8K | 0.03% | 536 |
|
|
2024
Q2 | $450K | Buy |
17,955
+3,346
| +23% | +$83.9K | 0.04% | 417 |
|
|
2024
Q1 | $353K | Sell |
14,609
-434
| -3% | -$10.5K | 0.04% | 433 |
|
|
2023
Q4 | $348K | Buy |
+15,043
| New | +$348K | 0.04% | 425 |
|
|
2023
Q3 | – | Sell |
-13,768
| Closed | -$343K | – | 469 |
|
|
2023
Q2 | $343K | Buy |
+13,768
| New | +$343K | 0.11% | 180 |
|