Cedar Wealth Management’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 | $24.9M | Buy |
477,174
+10,869
| +2% | +$566K | 8.42% | 4 |
|
|
2025
Q1 | $21.5M | Buy |
466,305
+45,878
| +11% | +$2.11M | 7.63% | 4 |
|
|
2024
Q4 | $21M | Buy |
420,427
+55,229
| +15% | +$2.76M | 7.59% | 5 |
|
|
2024
Q3 | $17.4M | Buy |
365,198
+71,115
| +24% | +$3.38M | 5.39% | 6 |
|
|
2024
Q2 | $13.5M | Buy |
294,083
+58,352
| +25% | +$2.67M | 4.37% | 7 |
|
|
2024
Q1 | $9.93M | Buy |
235,731
+30,200
| +15% | +$1.27M | 3.27% | 7 |
|
|
2023
Q4 | $7.75M | Buy |
205,531
+27,440
| +15% | +$1.04M | 2.82% | 9 |
|
|
2023
Q3 | $6.05M | Buy |
178,091
+291
| +0.2% | +$9.88K | 2.39% | 9 |
|
|
2023
Q2 | $6.22M | Buy |
177,800
+340
| +0.2% | +$11.9K | 2.4% | 8 |
|
|
2023
Q1 | $5.51M | Sell |
177,460
-29,820
| -14% | -$926K | 2.26% | 9 |
|
|
2022
Q4 | $5.72M | Buy |
207,280
+920
| +0.4% | +$25.4K | 2.82% | 8 |
|
|
2022
Q3 | $5.56M | Buy |
206,360
+12,910
| +7% | +$348K | 2.76% | 8 |
|
|
2022
Q2 | $5.54M | Buy |
193,450
+68,960
| +55% | +$1.98M | 2.54% | 9 |
|
|
2022
Q1 | $4.38M | Hold |
124,490
| – | – | 1.77% | 12 |
|
|
2021
Q4 | $4.6M | Buy |
124,490
+250
| +0.2% | +$9.23K | 1.86% | 11 |
|
|
2021
Q3 | $4.1M | Buy |
124,240
+20
| +0% | +$660 | 1.82% | 10 |
|
|
2021
Q2 | $4.04M | Buy |
124,220
+90
| +0.1% | +$2.93K | 1.82% | 9 |
|
|
2021
Q1 | $3.68M | Buy |
124,130
+5,130
| +4% | +$152K | 1.83% | 8 |
|
|
2020
Q4 | $3.4M | Buy |
119,000
+77,100
| +184% | +$2.2M | 1.82% | 8 |
|
|
2020
Q3 | $1.1M | Buy |
41,900
+90
| +0.2% | +$2.36K | 0.68% | 24 |
|
|
2020
Q2 | $995K | Buy |
+41,810
| New | +$995K | 0.67% | 22 |
|