StoneCrest 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
Q2 | – | Sell |
-98,743
| Closed | -$3.9M | – | 76 |
|
|
2025
Q1 | $3.9M | Buy |
98,743
+2,726
| +3% | +$108K | 2.48% | 16 |
|
|
2024
Q4 | $4.02M | Buy |
96,017
+5,454
| +6% | +$229K | 2.63% | 16 |
|
|
2024
Q3 | $3.76M | Buy |
90,563
+3,522
| +4% | +$146K | 2.73% | 15 |
|
|
2024
Q2 | $3.52M | Sell |
87,041
-4,873
| -5% | -$197K | 2.69% | 16 |
|
|
2024
Q1 | $3.75M | Buy |
91,914
+8,879
| +11% | +$362K | 3.24% | 12 |
|
|
2023
Q4 | $3.27M | Buy |
+83,035
| New | +$3.27M | 3.14% | 13 |
|