Beam Wealth Advisors’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
13,479
+44
| +0.3% | +$954 | 0.09% | 103 |
|
|
2025
Q1 | $297K | Buy |
13,435
+704
| +6% | +$15.5K | 0.1% | 97 |
|
|
2024
Q4 | $285K | Buy |
12,731
+153
| +1% | +$3.43K | 0.09% | 99 |
|
|
2024
Q3 | $290K | Sell |
12,578
-462
| -4% | -$10.6K | 0.09% | 100 |
|
|
2024
Q2 | $288K | Buy |
13,040
+80
| +0.6% | +$1.77K | 0.1% | 100 |
|
|
2024
Q1 | $295K | Buy |
12,960
+221
| +2% | +$5.04K | 0.18% | 87 |
|
|
2023
Q4 | $279K | Sell |
12,739
-3,086
| -20% | -$67.6K | 0.18% | 83 |
|
|
2023
Q3 | $338K | Buy |
15,825
+181
| +1% | +$3.86K | 0.24% | 71 |
|
|
2023
Q2 | $346K | Sell |
15,644
-838
| -5% | -$18.5K | 0.24% | 70 |
|
|
2023
Q1 | $358K | Buy |
16,482
+1,842
| +13% | +$40K | 0.36% | 61 |
|
|
2022
Q4 | $316K | Sell |
14,640
-411
| -3% | -$8.87K | 0.33% | 68 |
|
|
2022
Q3 | $306K | Buy |
+15,051
| New | +$306K | 0.34% | 72 |
|