Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$11K | – | 366 |
|
|
2019
Q1 | $11K | Hold |
500
| – | – | 0.01% | 261 |
|
|
2018
Q4 | $10K | Sell |
500
-500
| -50% | -$10K | 0.01% | 242 |
|
|
2018
Q3 | $24K | Hold |
1,000
| – | – | 0.02% | 218 |
|
|
2018
Q2 | $26K | Buy |
1,000
+500
| +100% | +$13K | 0.02% | 207 |
|
|
2018
Q1 | $12K | Buy |
+500
| New | +$12K | 0.01% | 271 |
|