SDAM
Shulman DeMeo Asset Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-61,859
| Closed | -$1.68M | – | 127 |
|
|
2021
Q1 | $1.68M | Sell |
61,859
-5,182
| -8% | -$141K | 0.46% | 20 |
|
|
2020
Q4 | $1.74M | Sell |
67,041
-2,510
| -4% | -$65.3K | 0.5% | 20 |
|
|
2020
Q3 | $1.69M | Buy |
+69,551
| New | +$1.69M | 0.57% | 18 |
|
|
2019
Q4 | – | Sell |
-77,045
| Closed | -$1.71M | – | 143 |
|
|
2019
Q3 | $1.71M | Buy |
+77,045
| New | +$1.71M | 0.57% | 21 |
|