BWM
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BKM Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

BKM Wealth Management’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,206
Closed -$45.5K – 575
2023
Q4 		$45.5K Buy
+1,206
New +$45.5K 0.02% 266