ORBA Wealth Advisors’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 | $230K | Sell |
13,759
-14,665
| -52% | -$245K | 0.21% | 67 |
|
|
2025
Q1 | $473K | Sell |
28,424
-1,290
| -4% | -$21.5K | 0.24% | 66 |
|
|
2024
Q4 | $541K | Sell |
29,714
-1,305
| -4% | -$23.8K | 0.28% | 60 |
|
|
2024
Q3 | $560K | Buy |
31,019
+140
| +0.5% | +$2.53K | 0.28% | 59 |
|
|
2024
Q2 | $546K | Sell |
30,879
-2,193
| -7% | -$38.8K | 0.28% | 56 |
|
|
2024
Q1 | $592K | Sell |
33,072
-5,554
| -14% | -$99.5K | 0.33% | 48 |
|
|
2023
Q4 | $670K | Buy |
+38,626
| New | +$670K | 0.4% | 44 |
|