Sowell Financial Services’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
Q3 | – | Sell |
-37,078
| Closed | -$1.5M | – | 590 |
|
|
2024
Q2 | $1.5M | Sell |
37,078
-25
| -0.1% | -$1.01K | 0.07% | 272 |
|
|
2024
Q1 | $1.5M | Sell |
37,103
-13,542
| -27% | -$549K | 0.07% | 280 |
|
|
2023
Q4 | $2M | Buy |
50,645
+77
| +0.2% | +$3.04K | 0.11% | 208 |
|
|
2023
Q3 | $1.97M | Buy |
50,568
+8,194
| +19% | +$319K | 0.12% | 189 |
|
|
2023
Q2 | $1.74M | Buy |
+42,374
| New | +$1.74M | 0.1% | 243 |
|
|
2023
Q1 | – | Sell |
-11,731
| Closed | -$464K | – | 850 |
|
|
2022
Q4 | $464K | Buy |
+11,731
| New | +$464K | 0.03% | 438 |
|