Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,412
| Closed | -$296K | – | 830 |
|
|
2024
Q3 | $296K | Hold |
16,412
| – | – | ﹤0.01% | 623 |
|
|
2024
Q2 | $290K | Buy |
16,412
+412
| +3% | +$7.28K | ﹤0.01% | 548 |
|
|
2024
Q1 | $287K | Sell |
16,000
-9,000
| -36% | -$161K | ﹤0.01% | 530 |
|
|
2023
Q4 | $434K | Hold |
25,000
| – | – | 0.01% | 438 |
|
|
2023
Q3 | $419K | Sell |
25,000
-5,000
| -17% | -$83.9K | 0.01% | 424 |
|
|
2023
Q2 | $533K | Hold |
30,000
| – | – | 0.01% | 347 |
|
|
2023
Q1 | $515K | Buy |
30,000
+12,000
| +67% | +$206K | 0.01% | 352 |
|
|
2022
Q4 | $286K | Buy |
+18,000
| New | +$286K | 0.01% | 466 |
|