TriaGen 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 | $254K | Buy |
6,517
+873
| +15% | +$34K | 0.08% | 154 |
|
|
2025
Q1 | $223K | Hold |
5,644
| – | – | 0.08% | 152 |
|
|
2024
Q4 | $236K | Hold |
5,644
| – | – | 0.08% | 152 |
|
|
2024
Q3 | $234K | Hold |
5,644
| – | – | 0.08% | 158 |
|
|
2024
Q2 | $228K | Hold |
5,644
| – | – | 0.09% | 148 |
|
|
2024
Q1 | $230K | Hold |
5,644
| – | – | 0.1% | 149 |
|
|
2023
Q4 | $223K | Hold |
5,644
| – | – | 0.11% | 146 |
|
|
2023
Q3 | $219K | Buy |
5,644
+744
| +15% | +$28.9K | 0.11% | 140 |
|
|
2023
Q2 | $201K | Buy |
+4,900
| New | +$201K | 0.09% | 160 |
|