Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.93M | Sell |
40,682
-1,284
| -3% | -$61K | 1.04% | 20 |
|
|
2024
Q2 | $1.92M | Sell |
41,966
-727
| -2% | -$33.3K | 1.1% | 20 |
|
|
2024
Q1 | $1.8M | Buy |
42,693
+475
| +1% | +$20K | 1.09% | 22 |
|
|
2023
Q4 | $1.59M | Sell |
42,218
-822
| -2% | -$31K | 1.08% | 21 |
|
|
2023
Q3 | $1.46M | Buy |
43,040
+2,530
| +6% | +$85.9K | 1.11% | 21 |
|
|
2023
Q2 | $1.42M | Buy |
40,510
+380
| +0.9% | +$13.3K | 1.07% | 20 |
|
|
2023
Q1 | $1.25M | Hold |
40,130
| – | – | 1.01% | 22 |
|
|
2022
Q4 | $1.11M | Sell |
40,130
-1,110
| -3% | -$30.6K | 0.96% | 21 |
|
|
2022
Q3 | $1.11M | Buy |
41,240
+10,270
| +33% | +$276K | 1.05% | 23 |
|
|
2022
Q2 | $888K | Buy |
30,970
+1,000
| +3% | +$28.7K | 0.82% | 27 |
|
|
2022
Q1 | $1.05M | Hold |
29,970
| – | – | 0.83% | 29 |
|
|
2021
Q4 | $1.11M | Buy |
+29,970
| New | +$1.11M | 0.9% | 28 |
|