Semus Wealth Partners’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 |
-6,362
| Closed | -$267K | – | 124 |
|
|
2024
Q4 | $267K | Sell |
6,362
-1,495
| -19% | -$62.6K | 0.18% | 88 |
|
|
2024
Q3 | $326K | Sell |
7,857
-1,435
| -15% | -$59.6K | 0.23% | 85 |
|
|
2024
Q2 | $376K | Sell |
9,292
-1,396
| -13% | -$56.4K | 0.29% | 67 |
|
|
2024
Q1 | $436K | Sell |
10,688
-538
| -5% | -$21.9K | 0.37% | 61 |
|
|
2023
Q4 | $443K | Buy |
11,226
+57
| +0.5% | +$2.25K | 0.36% | 62 |
|
|
2023
Q3 | $434K | Buy |
11,169
+5,176
| +86% | +$201K | 0.4% | 57 |
|
|
2023
Q2 | $246K | Buy |
5,993
+443
| +8% | +$18.2K | 0.23% | 97 |
|
|
2023
Q1 | $225K | Buy |
5,550
+106
| +2% | +$4.29K | 0.24% | 101 |
|
|
2022
Q4 | $214K | Buy |
+5,444
| New | +$214K | 0.26% | 99 |
|