Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XYLG Stock Details XYLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$47K Hold
2024
Q1 		$47K Hold
2023
Q4 		$44K Sell
2023
Q3 		$42K Buy
2023
Q2 		$43K Buy