Atticus 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
2024
Q3
Sell
-17
Closed -$688 561
2024
Q2
$688 Sell
17
-17
-50% -$688 ﹤0.01% 499
2024
Q1
$1.39K Sell
34
-346
-91% -$14.1K ﹤0.01% 497
2023
Q4
$15K Sell
380
-4,966
-93% -$196K 0.01% 357
2023
Q3
$208K Sell
5,346
-1,676
-24% -$65.2K 0.08% 123
2023
Q2
$288K Sell
7,022
-6
-0.1% -$246 0.11% 105
2023
Q1
$285K Buy
+7,028
New +$285K 0.11% 103