Carson Wealth (CWM LLC)’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,540
| Closed | -$47K | – | 5202 |
|
|
2024
Q2 | $47K | Hold |
1,540
| – | – | ﹤0.01% | 2516 |
|
|
2024
Q1 | $47K | Hold |
1,540
| – | – | ﹤0.01% | 2332 |
|
|
2023
Q4 | $44K | Sell |
1,540
-50
| -3% | -$1.43K | ﹤0.01% | 2259 |
|
|
2023
Q3 | $42K | Buy |
1,590
+50
| +3% | +$1.32K | ﹤0.01% | 2176 |
|
|
2023
Q2 | $43K | Buy |
+1,540
| New | +$43K | ﹤0.01% | 2097 |
|