WealthPlan Investment Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-113
| Closed | -$2.01K | – | 304 |
|
|
2023
Q2 | $2.01K | Sell |
113
-5,773
| -98% | -$102K | ﹤0.01% | 320 |
|
|
2023
Q1 | $101K | Buy |
+5,886
| New | +$101K | 0.02% | 198 |
|
|
2022
Q4 | – | Sell |
-42,693
| Closed | -$697K | – | 403 |
|
|
2022
Q3 | $697K | Buy |
+42,693
| New | +$697K | 0.05% | 197 |
|
|
2022
Q1 | $673K | Buy |
+34,762
| New | +$673K | 0.05% | 215 |
|