Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,250
| Closed | -$62.1K | – | 420 |
|
|
2022
Q4 | $62.1K | Hold |
2,250
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $61K | Hold |
2,250
| – | – | 0.03% | 95 |
|
|
2022
Q2 | $64K | Hold |
2,250
| – | – | 0.03% | 97 |
|
|
2022
Q1 | $79K | Hold |
2,250
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $83K | Hold |
2,250
| – | – | 0.03% | 121 |
|
|
2021
Q3 | $74K | Hold |
2,250
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $73K | Hold |
2,250
| – | – | 0.03% | 129 |
|
|
2021
Q1 | $67K | Hold |
2,250
| – | – | 0.03% | 126 |
|
|
2020
Q4 | $64K | Hold |
2,250
| – | – | 0.03% | 114 |
|
|
2020
Q3 | $59K | Hold |
2,250
| – | – | 0.03% | 111 |
|
|
2020
Q2 | $54K | Hold |
2,250
| – | – | 0.03% | 107 |
|
|
2020
Q1 | $44K | Hold |
2,250
| – | – | 0.03% | 100 |
|
|
2019
Q4 | $53K | Buy |
+2,250
| New | +$53K | 0.03% | 112 |
|