Iron Horse Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History

Iron Horse Wealth Management, LLC

$232 Million
Q1 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 16,584 shares of XYLD stock, worth $674,968. This represents 0.29% of its overall portfolio holdings.

Number of Shares

16,584

Previous 23,066 28.1%

Holding current value

$674,968

Previous $909,000 25.63%

% of portfolio

0.29%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$39.29 - $40.79 $254,677 - $264,400	-6,482 Reduced 28.1%	16,584 $676,000
Q4 2023 Jan 22, 2024	SELL	$37.59 - $39.73 $1,804 - $1,907	-48 Reduced 0.21%	23,066 $909,000
Q3 2023 Oct 18, 2023	SELL	$38.7 - $41.45 $105,534 - $113,034	-2,727 Reduced 10.55%	23,114 $898,000
Q2 2023 Aug 01, 2023	SELL	$39.92 - $41.31 $6.46 Million - $6.68 Million	-161,787 Reduced 86.23%	25,841 $1.06 Million
Q1 2023 May 01, 2023	BUY	$39.28 - $41.01 $430,587 - $449,551	10,962 Added 6.2%	187,628 $7.6 Million

Q4 2022 Jan 19, 2023	BUY	$39.37 - $40.63 $4.37 Million - $4.51 Million	111,058 Added 169.28%	176,666 $6.96 Million
Q3 2022 Oct 12, 2022	SELL	N/A	-105,149 Reduced 61.58%	65,608 $2.5 Million
Q2 2022 Aug 04, 2022	BUY	N/A	14,848 Added 9.52%	170,757 $7.29 Million
Q1 2022 Apr 11, 2022	BUY	N/A	16,112 Added 11.53%	155,909 $7.72 Million
Q4 2021 Jan 19, 2022	BUY	N/A	33,655 Added 31.71%	139,797 $7.06 Million
Q3 2021 Oct 06, 2021	BUY	N/A	9,434 Added 9.76%	106,142 $5.15 Million
Q2 2021 Jul 23, 2021	BUY	N/A	43,705 Added 82.46%	96,708 $4.74 Million
Q1 2021 Apr 13, 2021	BUY	N/A	4,512 Added 9.3%	53,003 $2.54 Million
Q4 2020 Jan 14, 2021	BUY	N/A	48,491 New	48,491 $2.25 Million

Others Institutions Holding XYLD

# of Institutions

225

Shares Held

26.9M

Call Options Held

2.64M

Put Options Held

32.1K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
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Industry ETFs

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Iron Horse Wealth Management, LLC Global X Fds S&P 500 Covered C Transaction History