Kingsview 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
Q1 | – | Sell |
-5,797
| Closed | -$243K | – | 1196 |
|
2024
Q4 | $243K | Sell |
5,797
-6,265
| -52% | -$263K | ﹤0.01% | 983 |
|
2024
Q3 | $501K | Sell |
12,062
-240
| -2% | -$9.96K | 0.01% | 723 |
|
2024
Q2 | $497K | Buy |
12,302
+3
| +0% | +$121 | 0.01% | 683 |
|
2024
Q1 | $502K | Buy |
12,299
+670
| +6% | +$27.3K | 0.01% | 665 |
|
2023
Q4 | $459K | Buy |
11,629
+812
| +8% | +$32K | 0.01% | 653 |
|
2023
Q3 | $421K | Buy |
+10,817
| New | +$421K | 0.02% | 665 |
|
2020
Q4 | – | Sell |
-8,081
| Closed | -$361K | – | 737 |
|
2020
Q3 | $361K | Sell |
8,081
-15,812
| -66% | -$706K | 0.03% | 439 |
|
2020
Q2 | $1.02M | Buy |
+23,893
| New | +$1.02M | 0.1% | 202 |
|