WealthPLAN Partners’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
2023
Q2
Sell
-1,436
Closed -$34.4K 1372
2023
Q1
$34.4K Buy
+1,436
New +$34.4K ﹤0.01% 624
2016
Q3
$9.4K Hold
502
﹤0.01% 613
2016
Q2
$8.97K Buy
+502
New +$8.97K ﹤0.01% 1783
2015
Q4
$9.72K Buy
+502
New +$9.72K ﹤0.01% 1159