GeoWealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $604K | Sell |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $307K | Buy |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $237K | Buy |
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