Balboa Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
9,660
+210
| +2% | +$10.9K | 0.1% | 160 |
|
|
2025
Q1 | $435K | Hold |
9,450
| – | – | 0.11% | 143 |
|
|
2024
Q4 | $472K | Hold |
9,450
| – | – | 0.11% | 147 |
|
|
2024
Q3 | $449K | Buy |
9,450
+100
| +1% | +$4.75K | 0.11% | 148 |
|
|
2024
Q2 | $428K | Hold |
9,350
| – | – | 0.11% | 147 |
|
|
2024
Q1 | $394K | Buy |
9,350
+150
| +2% | +$6.32K | 0.12% | 132 |
|
|
2023
Q4 | $347K | Hold |
9,200
| – | – | 0.12% | 142 |
|
|
2023
Q3 | $312K | Hold |
9,200
| – | – | 0.12% | 146 |
|
|
2023
Q2 | $322K | Hold |
9,200
| – | – | 0.11% | 151 |
|
|
2023
Q1 | $286K | Hold |
9,200
| – | – | 0.11% | 164 |
|
|
2022
Q4 | $254K | Buy |
9,200
+930
| +11% | +$25.7K | 0.11% | 180 |
|
|
2022
Q3 | $223K | Buy |
+8,270
| New | +$223K | 0.1% | 181 |
|