Kingswood Wealth Advisors’s Defiance Nasdaq 100 Enhanced Options Income ETF QQQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,732
| Closed | -$362K | – | 808 |
|
|
2024
Q4 | $362K | Buy |
11,732
+5,866
| +100% | +$181K | 0.03% | 543 |
|
|
2024
Q3 | $214K | Buy |
+5,866
| New | +$214K | 0.02% | 651 |
|
|
2024
Q2 | – | Sell |
-6,133
| Closed | -$307K | – | 701 |
|
|
2024
Q1 | $307K | Buy |
6,133
+2,333
| +61% | +$117K | 0.04% | 468 |
|
|
2023
Q4 | $202K | Buy |
+3,800
| New | +$202K | 0.02% | 579 |
|