TriaGen Wealth Management’s Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
10,951
| – | – | 0.09% | 150 |
|
|
2025
Q1 | $260K | Hold |
10,951
| – | – | 0.09% | 145 |
|
|
2024
Q4 | $296K | Hold |
10,951
| – | – | 0.1% | 139 |
|
|
2024
Q3 | $275K | Hold |
10,951
| – | – | 0.09% | 149 |
|
|
2024
Q2 | $275K | Hold |
10,951
| – | – | 0.11% | 141 |
|
|
2024
Q1 | $264K | Hold |
10,951
| – | – | 0.11% | 141 |
|
|
2023
Q4 | $254K | Hold |
10,951
| – | – | 0.12% | 137 |
|
|
2023
Q3 | $246K | Buy |
10,951
+1,276
| +13% | +$28.7K | 0.13% | 131 |
|
|
2023
Q2 | $241K | Hold |
9,675
| – | – | 0.11% | 150 |
|
|
2023
Q1 | $232K | Buy |
+9,675
| New | +$232K | 0.12% | 147 |
|