Accel Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,013
| Closed | -$312K | – | 199 |
|
|
2023
Q3 | $312K | Sell |
8,013
-145
| -2% | -$5.64K | 0.17% | 119 |
|
|
2023
Q2 | $335K | Buy |
8,158
+287
| +4% | +$11.8K | 0.18% | 115 |
|
|
2023
Q1 | $319K | Buy |
7,871
+289
| +4% | +$11.7K | 0.13% | 159 |
|
|
2022
Q4 | $298K | Buy |
7,582
+2,000
| +36% | +$78.7K | 0.14% | 121 |
|
|
2022
Q3 | $223K | Buy |
5,582
+285
| +5% | +$11.4K | 0.12% | 149 |
|
|
2022
Q2 | $230K | Buy |
5,297
+442
| +9% | +$19.2K | 0.13% | 132 |
|
|
2022
Q1 | $241K | Buy |
+4,855
| New | +$241K | 0.12% | 135 |
|