Balboa Wealth Partners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $428K | Hold |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $312K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $223K | Buy |
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