Consolidated Planning Corp’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 | – | Sell |
-5,691
| Closed | -$225K | – | 195 |
|
|
2025
Q1 | $225K | Sell |
5,691
-1,345
| -19% | -$53.1K | 0.03% | 176 |
|
|
2024
Q4 | $295K | Sell |
7,036
-8,232
| -54% | -$345K | 0.04% | 170 |
|
|
2024
Q3 | $634K | Sell |
15,268
-1,057
| -6% | -$43.9K | 0.09% | 114 |
|
|
2024
Q2 | $660K | Sell |
16,325
-968
| -6% | -$39.1K | 0.11% | 99 |
|
|
2024
Q1 | $705K | Sell |
17,293
-2,563
| -13% | -$105K | 0.12% | 98 |
|
|
2023
Q4 | $783K | Sell |
19,856
-3,291
| -14% | -$130K | 0.15% | 95 |
|
|
2023
Q3 | $900K | Sell |
23,147
-2,107
| -8% | -$81.9K | 0.2% | 86 |
|
|
2023
Q2 | $1.04M | Buy |
+25,254
| New | +$1.04M | 0.22% | 90 |
|