Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-484
| Closed | -$19.9K | – | 668 |
|
|
2023
Q2 | $19.9K | Hold |
484
| – | – | 0.02% | 279 |
|
|
2023
Q1 | $19.6K | Sell |
484
-220
| -31% | -$8.91K | 0.02% | 279 |
|
|
2022
Q4 | $27.7K | Sell |
704
-400
| -36% | -$15.7K | 0.02% | 207 |
|
|
2022
Q3 | $42K | Hold |
1,104
| – | – | 0.03% | 186 |
|
|
2022
Q2 | $47K | Sell |
1,104
-1,264
| -53% | -$53.8K | 0.04% | 193 |
|
|
2022
Q1 | $117K | Sell |
2,368
-11,528
| -83% | -$570K | 0.08% | 128 |
|
|
2021
Q4 | $702K | Buy |
+13,896
| New | +$702K | 0.43% | 53 |
|