Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
7,048
-2,562
| -27% | -$99.8K | 0.04% | 261 |
|
|
2025
Q1 | $379K | Hold |
9,610
| – | – | 0.06% | 219 |
|
|
2024
Q4 | $403K | Hold |
9,610
| – | – | 0.07% | 196 |
|
|
2024
Q3 | $399K | Sell |
9,610
-150
| -2% | -$6.23K | 0.08% | 192 |
|
|
2024
Q2 | $395K | Sell |
9,760
-1,747
| -15% | -$70.6K | 0.11% | 152 |
|
|
2024
Q1 | $469K | Sell |
11,507
-3,344
| -23% | -$136K | 0.13% | 132 |
|
|
2023
Q4 | $586K | Hold |
14,851
| – | – | 0.2% | 104 |
|
|
2023
Q3 | $578K | Buy |
+14,851
| New | +$578K | 0.22% | 107 |
|