Stockman 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
Q4 | – | Sell |
-5,665
| Closed | -$235K | – | 184 |
|
|
2024
Q3 | $235K | Buy |
5,665
+180
| +3% | +$7.47K | 0.04% | 161 |
|
|
2024
Q2 | $222K | Buy |
5,485
+85
| +2% | +$3.44K | 0.04% | 160 |
|
|
2024
Q1 | $220K | Buy |
5,400
+162
| +3% | +$6.61K | 0.04% | 163 |
|
|
2023
Q4 | $207K | Buy |
5,238
+87
| +2% | +$3.43K | 0.04% | 162 |
|
|
2023
Q3 | $200K | Buy |
5,151
+126
| +3% | +$4.9K | 0.04% | 176 |
|
|
2023
Q2 | $206K | Buy |
+5,025
| New | +$206K | 0.04% | 180 |
|