Mattern 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 Q2	–	Sell	-7,781	Closed	-$317K	–	186
2024 Q1	$317K	Buy	7,781 +516	+7%	+$21K	0.08%	137
2023 Q4	$287K	Buy	7,265 +300	+4%	+$11.8K	0.07%	142
2023 Q3	$271K	Buy	+6,965	New	+$271K	0.08%	140