IHT Wealth Management’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 | $3.11M | Sell |
79,995
-188,672
| -70% | -$7.35M | 0.09% | 230 |
|
2025
Q1 | $10.6M | Buy |
268,667
+73,505
| +38% | +$2.9M | 0.33% | 70 |
|
2024
Q4 | $8.18M | Sell |
195,162
-21,412
| -10% | -$897K | 0.26% | 78 |
|
2024
Q3 | $8.98M | Sell |
216,574
-6,727
| -3% | -$279K | 0.25% | 77 |
|
2024
Q2 | $9.03M | Sell |
223,301
-7,089
| -3% | -$287K | 0.34% | 59 |
|
2024
Q1 | $9.4M | Sell |
230,390
-81,506
| -26% | -$3.32M | 0.38% | 51 |
|
2023
Q4 | $12.3M | Buy |
311,896
+122,998
| +65% | +$4.85M | 0.55% | 32 |
|
2023
Q3 | $7.35M | Buy |
188,898
+161,383
| +587% | +$6.28M | 0.37% | 51 |
|
2023
Q2 | $1.13M | Buy |
27,515
+6,960
| +34% | +$286K | 0.06% | 312 |
|
2023
Q1 | $832K | Buy |
20,555
+8,584
| +72% | +$348K | 0.05% | 346 |
|
2022
Q4 | $471K | Buy |
11,971
+341
| +3% | +$13.4K | 0.03% | 508 |
|
2022
Q3 | $443K | Buy |
+11,630
| New | +$443K | 0.03% | 491 |
|