Concord Wealth Partners’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 | $96.5K | Buy |
1,853
+217
| +13% | +$11.3K | 0.01% | 270 |
|
|
2025
Q1 | $75.3K | Sell |
1,636
-162
| -9% | -$7.46K | 0.01% | 274 |
|
|
2024
Q4 | $89.8K | Buy |
1,798
+800
| +80% | +$40K | 0.01% | 260 |
|
|
2024
Q3 | $47.4K | Buy |
+998
| New | +$47.4K | 0.01% | 344 |
|
|
2024
Q2 | – | Sell |
-150
| Closed | -$6.32K | – | 917 |
|
|
2024
Q1 | $6.32K | Buy |
+150
| New | +$6.32K | ﹤0.01% | 623 |
|