Accurate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,739
| Closed | -$235K | – | 390 |
|
|
2024
Q2 | $235K | Buy |
5,739
+26
| +0.5% | +$1.06K | 0.06% | 290 |
|
|
2024
Q1 | $227K | Buy |
5,713
+269
| +5% | +$10.7K | 0.07% | 258 |
|
|
2023
Q4 | $216K | Buy |
+5,444
| New | +$216K | 0.07% | 254 |
|
|
2023
Q1 | – | Sell |
-1,937
| Closed | -$77.3K | – | 1503 |
|
|
2022
Q4 | $77.3K | Buy |
+1,937
| New | +$77.3K | 0.03% | 359 |
|