Acorn Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,980
Closed -$58K 455
2018
Q2
$58K Hold
2,980
0.05% 249
2018
Q1
$56K Buy
2,980
+90
+3% +$1.69K 0.05% 250
2017
Q4
$56K Buy
+2,890
New +$56K 0.05% 241