Wilbanks Smith & Thomas Asset 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
Q1 | $283K | Hold |
6,934
| – | – | 0.01% | 450 |
|
|
2023
Q4 | $273K | Hold |
6,934
| – | – | 0.01% | 450 |
|
|
2023
Q3 | $270K | Hold |
6,934
| – | – | 0.01% | 425 |
|
|
2023
Q2 | $285K | Hold |
6,934
| – | – | 0.01% | 426 |
|
|
2023
Q1 | $281K | Hold |
6,934
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $273K | Buy |
6,934
+666
| +11% | +$26.2K | 0.01% | 404 |
|
|
2022
Q3 | $239K | Hold |
6,268
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $268K | Buy |
+6,268
| New | +$268K | 0.01% | 397 |
|