StoneCrest Wealth Management, Inc. XYLD Holdings History
StoneCrest Wealth Management, Inc.'s Global X S&P 500 Covered Call ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held - shares of Global X S&P 500 Covered Call ETF(XYLD), totaling N/A. This investment constitutes 0% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0% of the outstanding Global X S&P 500 Covered Call ETF(XYLD) stock.
The initial trade took place in 2023Q4. And since then StoneCrest Wealth Management, Inc. has made 4 purchases of XYLD, at an average price of $39.36, for a total of 103,616.00 shares. In addition, there have been 2 sales at an average price of $38.45 for 103,616.00 shares. Based on historical transaction data and XYLD's current price of $38.99, StoneCrest Wealth Management, Inc.'s estimated gain on his XYLD holdings is $-93,752.35, reflecting a -2.30% gain to date.
StoneCrest Wealth Management, Inc. XYLD ($38.99) Holding Chart
StoneCrest Wealth Management, Inc. XYLD ($38.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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