Carson Wealth (CWM LLC)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $177K | Sell |
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|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $167K | Buy |
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|
2024
Q4 | $168K | Buy |
|
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|
2024
Q3 | $143K | Buy |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $95K | Buy |
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|
2023
Q4 | $72K | Sell |
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|
2023
Q3 | $84K | Buy |
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|
2023
Q2 | $86K | Buy |
|
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|
2023
Q1 | $29K | Buy |
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|
2022
Q4 | $24K | Sell |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $26K | Buy |
|