Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,159
| Closed | -$129K | – | 250 |
|
|
2024
Q1 | $129K | Buy |
3,159
+649
| +26% | +$26.5K | 0.04% | 65 |
|
|
2023
Q4 | $99K | Buy |
2,510
+705
| +39% | +$27.8K | 0.04% | 65 |
|
|
2023
Q3 | $70.2K | Sell |
1,805
-450
| -20% | -$17.5K | 0.03% | 71 |
|
|
2023
Q2 | $92.6K | Buy |
+2,255
| New | +$92.6K | 0.04% | 65 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$9K | – | 235 |
|
|
2022
Q2 | $9K | Sell |
200
-413
| -67% | -$18.6K | 0.01% | 149 |
|
|
2022
Q1 | $30K | Buy |
+613
| New | +$30K | 0.02% | 100 |
|