WWA
WCG Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-175,261
| Closed | -$9.51M | – | 292 |
|
|
2024
Q1 | $9.51M | Sell |
175,261
-74,488
| -30% | -$4.04M | 0.79% | 36 |
|
|
2023
Q4 | $12.5M | Sell |
249,749
-37,200
| -13% | -$1.86M | 0.92% | 33 |
|
|
2023
Q3 | $13.6M | Buy |
286,949
+24,782
| +9% | +$1.18M | 1% | 27 |
|
|
2023
Q2 | $12.7M | Buy |
262,167
+11,899
| +5% | +$576K | 1.48% | 20 |
|
|
2023
Q1 | $11.3M | Buy |
+250,268
| New | +$11.3M | 1.45% | 21 |
|