Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-194
| Closed | -$5K | – | 1408 |
|
|
2021
Q1 | $5K | Hold |
194
| – | – | ﹤0.01% | 1491 |
|
|
2020
Q4 | $5K | Hold |
194
| – | – | ﹤0.01% | 1347 |
|
|
2020
Q3 | $5K | Hold |
194
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q2 | $4K | Hold |
194
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q1 | $4K | Hold |
194
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q4 | $5K | Hold |
194
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q3 | $4K | Hold |
194
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q2 | $4K | Hold |
194
| – | – | ﹤0.01% | 1277 |
|
|
2019
Q1 | $4K | Hold |
194
| – | – | ﹤0.01% | 1240 |
|
|
2018
Q4 | $4K | Sell |
194
-30
| -13% | -$619 | ﹤0.01% | 1150 |
|
|
2018
Q3 | $5K | Buy |
+224
| New | +$5K | ﹤0.01% | 1206 |
|