Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
44,341
-274
| -0.6% | -$10.7K | 0.51% | 49 |
|
|
2025
Q1 | $1.76M | Sell |
44,615
-1,227
| -3% | -$48.5K | 0.59% | 43 |
|
|
2024
Q4 | $1.92M | Buy |
45,842
+1,124
| +3% | +$47.1K | 0.61% | 41 |
|
|
2024
Q3 | $1.86M | Sell |
44,718
-50
| -0.1% | -$2.08K | 0.56% | 39 |
|
|
2024
Q2 | $1.81M | Sell |
44,768
-5,653
| -11% | -$229K | 0.6% | 36 |
|
|
2024
Q1 | $2.06M | Buy |
50,421
+3,913
| +8% | +$160K | 1.24% | 23 |
|
|
2023
Q4 | $1.83M | Sell |
46,508
-1,846
| -4% | -$72.8K | 1.16% | 23 |
|
|
2023
Q3 | $1.88M | Sell |
48,354
-252
| -0.5% | -$9.8K | 1.34% | 19 |
|
|
2023
Q2 | $2M | Sell |
48,606
-868
| -2% | -$35.6K | 1.38% | 20 |
|
|
2023
Q1 | $2M | Buy |
49,474
+1,286
| +3% | +$52.1K | 2.01% | 16 |
|
|
2022
Q4 | $1.9M | Buy |
48,188
+852
| +2% | +$33.5K | 1.98% | 16 |
|
|
2022
Q3 | $1.8M | Buy |
47,336
+5,630
| +13% | +$215K | 2.01% | 12 |
|
|
2022
Q2 | $1.78M | Buy |
41,706
+2,760
| +7% | +$118K | 1.98% | 11 |
|
|
2022
Q1 | $1.93M | Buy |
38,946
+5,992
| +18% | +$297K | 2.22% | 12 |
|
|
2021
Q4 | $1.66M | Buy |
32,954
+3,396
| +11% | +$171K | 1.91% | 18 |
|
|
2021
Q3 | $1.43M | Buy |
29,558
+3,127
| +12% | +$152K | 1.23% | 22 |
|
|
2021
Q2 | $1.3M | Buy |
26,431
+4,554
| +21% | +$223K | 1.12% | 26 |
|
|
2021
Q1 | $1.05M | Buy |
21,877
+4,182
| +24% | +$200K | 0.93% | 37 |
|
|
2020
Q4 | $821K | Buy |
17,695
+1,472
| +9% | +$68.3K | 0.77% | 46 |
|
|
2020
Q3 | $724K | Buy |
16,223
+157
| +1% | +$7.01K | 0.68% | 47 |
|
|
2020
Q2 | $691K | Buy |
16,066
+458
| +3% | +$19.7K | 0.7% | 50 |
|
|
2020
Q1 | $596K | Buy |
15,608
+2,199
| +16% | +$84K | 0.59% | 57 |
|
|
2019
Q4 | $679K | Buy |
+13,409
| New | +$679K | 0.63% | 46 |
|