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Cape Investment Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Cape Investment Advisory’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,950
Closed -$66.2K – 1217
2023
Q3 		$66.2K Hold
1,950
– – 0.04% 256
2023
Q2 		$68.2K Hold
1,950
– – 0.04% 247
2023
Q1 		$60.6K Buy
+1,950
New +$60.6K 0.04% 240