WealthPLAN Partners’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 |
-312
| Closed | -$5.53K | – | 946 |
|
|
2023
Q2 | $5.53K | Buy |
312
+3
| +1% | +$53 | ﹤0.01% | 889 |
|
|
2023
Q1 | $5.29K | Buy |
+309
| New | +$5.29K | ﹤0.01% | 988 |
|
|
2022
Q1 | $673K | Buy |
34,762
+4,339
| +14% | +$84K | 0.05% | 215 |
|
|
2021
Q4 | $632K | Buy |
30,423
+1,497
| +5% | +$31.1K | 0.04% | 229 |
|
|
2021
Q3 | $658K | Sell |
28,926
-4,063
| -12% | -$92.4K | 0.04% | 215 |
|
|
2021
Q2 | $748K | Sell |
32,989
-639
| -2% | -$14.5K | 0.05% | 185 |
|
|
2021
Q1 | $747K | Buy |
33,628
+488
| +1% | +$10.8K | 0.06% | 176 |
|
|
2020
Q4 | $775K | Buy |
33,140
+2,195
| +7% | +$51.3K | 0.07% | 161 |
|
|
2020
Q3 | $682K | Buy |
+30,945
| New | +$682K | 0.07% | 160 |
|