Alterity Financial Group’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
$387K Hold
9,825
0.55% 47
2023
Q3
$382K Buy
9,825
+475
+5% +$18.5K 0.61% 46
2023
Q2
$384K Sell
9,350
-840
-8% -$34.5K 0.55% 47
2023
Q1
$413K Sell
10,190
-250
-2% -$10.1K 0.6% 46
2022
Q4
$411K Sell
10,440
-1,555
-13% -$61.2K 0.67% 43
2022
Q3
$457K Buy
+11,995
New +$457K 0.74% 39