Avion Wealth’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
Q1 | – | Sell |
-230
| Closed | -$9K | – | 1238 |
|
|
2023
Q4 | $9K | Hold |
230
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $7K | Hold |
230
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $8K | Hold |
230
| – | – | ﹤0.01% | 313 |
|
|
2023
Q1 | $6K | Hold |
230
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $6K | Hold |
230
| – | – | ﹤0.01% | 306 |
|
|
2022
Q3 | $6K | Sell |
230
-330
| -59% | -$8.61K | ﹤0.01% | 319 |
|
|
2022
Q2 | $16K | Buy |
+560
| New | +$16K | 0.01% | 225 |
|