Sugarloaf Wealth Management’s NEOS Nasdaq-100 Hedged Equity Income ETF QQQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 838 |
|
|
2022
Q1 | – | Sell |
-4,086
| Closed | -$228K | – | 782 |
|
|
2021
Q4 | $228K | Buy |
4,086
+374
| +10% | +$20.9K | 0.05% | 116 |
|
|
2021
Q3 | $204K | Buy |
3,712
+83
| +2% | +$4.56K | 0.05% | 121 |
|
|
2021
Q2 | $204K | Sell |
3,629
-385,615
| -99% | -$21.7M | 0.06% | 123 |
|
|
2021
Q1 | $192 | Buy |
+389,244
| New | +$192 | 0.06% | 128 |
|