Patriot Financial Group Insurance Agency’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 |
-4,917
| Closed | -$201K | – | 504 |
|
|
2024
Q1 | $201K | Buy |
+4,917
| New | +$201K | 0.03% | 448 |
|
|
2022
Q3 | – | Sell |
-2,283
| Closed | -$97K | – | 1982 |
|
|
2022
Q2 | $97K | Sell |
2,283
-289
| -11% | -$12.3K | 0.02% | 557 |
|
|
2022
Q1 | $127K | Sell |
2,572
-3
| -0.1% | -$148 | 0.02% | 518 |
|
|
2021
Q4 | $130K | Sell |
2,575
-244
| -9% | -$12.3K | 0.02% | 577 |
|
|
2021
Q3 | $137K | Sell |
2,819
-491
| -15% | -$23.9K | 0.02% | 554 |
|
|
2021
Q2 | $162K | Buy |
+3,310
| New | +$162K | 0.03% | 478 |
|
|
2020
Q3 | – | Sell |
-3,465
| Closed | -$147K | – | 1877 |
|
|
2020
Q2 | $147K | Sell |
3,465
-25
| -0.7% | -$1.06K | 0.06% | 278 |
|
|
2020
Q1 | $133K | Sell |
3,490
-140
| -4% | -$5.34K | 0.06% | 276 |
|
|
2019
Q4 | $184K | Buy |
+3,630
| New | +$184K | 0.07% | 239 |
|