Straight Path Wealth Management’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 | $248K | Buy |
30,295
+180
| +0.6% | +$1.47K | 0.08% | 99 |
|
2025
Q1 | $248K | Buy |
30,115
+1,377
| +5% | +$11.3K | 0.1% | 84 |
|
2024
Q4 | $410K | Buy |
28,738
+3,616
| +14% | +$51.6K | 0.16% | 63 |
|
2024
Q3 | $358K | Sell |
25,122
-1,686
| -6% | -$24.1K | 0.15% | 65 |
|
2024
Q2 | $433K | Buy |
26,808
+383
| +1% | +$6.19K | 0.22% | 56 |
|
2024
Q1 | $426K | Buy |
26,425
+15,071
| +133% | +$243K | 0.24% | 54 |
|
2023
Q4 | $271K | Buy |
+11,354
| New | +$271K | 0.16% | 72 |
|