Concurrent Investment 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 | $3.19M | Sell |
81,800
-1,997
| -2% | -$77.8K | 0.06% | 314 |
|
|
2025
Q1 | $3.31M | Buy |
83,797
+35,965
| +75% | +$1.42M | 0.08% | 253 |
|
|
2024
Q4 | $2M | Sell |
47,832
-1,820
| -4% | -$76.3K | 0.05% | 324 |
|
|
2024
Q3 | $2.06M | Buy |
49,652
+967
| +2% | +$40.1K | 0.06% | 307 |
|
|
2024
Q2 | $1.97M | Buy |
48,685
+4,342
| +10% | +$176K | 0.06% | 280 |
|
|
2024
Q1 | $1.81M | Sell |
44,343
-11,914
| -21% | -$486K | 0.07% | 258 |
|
|
2023
Q4 | $2.22M | Buy |
+56,257
| New | +$2.22M | 0.1% | 210 |
|