Carolinas Wealth Consulting’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 | – | Sell |
-13,867
| Closed | -$638K | – | 978 |
|
|
2025
Q1 | $638K | Sell |
13,867
-104
| -0.7% | -$4.79K | 0.14% | 82 |
|
|
2024
Q4 | $698K | Buy |
13,971
+3
| +0% | +$150 | 0.14% | 87 |
|
|
2024
Q3 | $664K | Buy |
13,968
+4
| +0% | +$190 | 0.12% | 91 |
|
|
2024
Q2 | $639K | Buy |
13,964
+1,864
| +15% | +$85.3K | 0.12% | 89 |
|
|
2024
Q1 | $510K | Buy |
+12,100
| New | +$510K | 0.1% | 96 |
|