Steward Partners Investment Advisory’s YieldMax TSLA Option Income Strategy ETF TSLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $78.1K | Buy |
9,561
+3,169
| +50% | +$25.9K | ﹤0.01% | 2249 |
|
2025
Q1 | $52.7K | Hold |
6,392
| – | – | ﹤0.01% | 2357 |
|
2024
Q4 | $91.2K | Hold |
6,392
| – | – | ﹤0.01% | 2028 |
|
2024
Q3 | $91.2K | Buy |
6,392
+1,500
| +31% | +$21.4K | ﹤0.01% | 1923 |
|
2024
Q2 | $79.1K | Hold |
4,892
| – | – | ﹤0.01% | 1890 |
|
2024
Q1 | $78.8K | Sell |
4,892
-1
| -0% | -$16 | ﹤0.01% | 1875 |
|
2023
Q4 | $117K | Hold |
4,893
| – | – | ﹤0.01% | 1614 |
|
2023
Q3 | $134K | Buy |
+4,893
| New | +$134K | ﹤0.01% | 1442 |
|