XWM
Xcel Wealth Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,423
| Closed | -$718K | – | 128 |
|
|
2023
Q2 | $718K | Sell |
40,423
-4,855
| -11% | -$86.2K | 0.23% | 75 |
|
|
2023
Q1 | $777K | Buy |
45,278
+60
| +0.1% | +$1.03K | 0.27% | 66 |
|
|
2022
Q4 | $719K | Sell |
45,218
-2,375
| -5% | -$37.8K | 0.28% | 65 |
|
|
2022
Q3 | $745K | Buy |
47,593
+503
| +1% | +$7.87K | 0.28% | 63 |
|
|
2022
Q2 | $823K | Buy |
47,090
+1,345
| +3% | +$23.5K | 0.3% | 62 |
|
|
2022
Q1 | $959K | Buy |
45,745
+35,285
| +337% | +$740K | 0.26% | 68 |
|
|
2021
Q4 | $232K | Buy |
+10,460
| New | +$232K | 0.06% | 136 |
|