XCEL WEALTH MANAGEMENT, LLC – Global X NASDAQ 100 Covered Call ETF Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$745,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.36%
quarter
Global X NASDAQ 100 Covered Call ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.07% | 503 shares | -78K | $15.66 | 47.59K |
| Q2 2022 | share | Increase | +2.94% | 1.34K shares | -136K | $17.47 | 47.09K |
| Q1 2022 | share | Increase | +337.33% | 35.28K shares | 727K | $20.97 | 45.74K |
| Q4 2021 | share | Increase | 0.00% | 10.46K shares | 232K | $22.24 | 10.46K |