A detailed history of Herold Advisors, Inc. transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Herold Advisors, Inc. holds 11,598 shares of XYLD stock, worth $475,749. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,598
Previous 11,598 -0.0%
Holding current value
$475,749
Previous $473,000 1.06%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$38.7 - $41.45 $448,842 - $480,737
11,598 New
11,598 $451,000
Q2 2022

Jul 15, 2022

SELL
$42.23 - $49.77 $105,574 - $124,425
-2,500 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$46.77 - $50.78 $116,925 - $126,950
2,500 New
2,500 $0
Q4 2021

Jan 20, 2022

SELL
$48.51 - $51.13 $121,275 - $127,825
-2,500 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$48.05 - $50.04 $120,125 - $125,100
2,500 New
2,500 $121,000

Others Institutions Holding XYLD

About GLOBAL X FDS S&P 500 COVERED C


  • Ticker XYLD
  • Sector ETFs
  • Industry ETFs
More about XYLD
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.