CVA Family Office’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 | $2.35K | Hold |
45
| – | – | ﹤0.01% | 971 |
|
|
2025
Q1 | $2.07K | Hold |
45
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q4 | $2.25K | Hold |
45
| – | – | ﹤0.01% | 973 |
|
|
2024
Q3 | $2.14K | Sell |
45
-505
| -92% | -$24K | ﹤0.01% | 972 |
|
|
2024
Q2 | $25.2K | Hold |
550
| – | – | ﹤0.01% | 609 |
|
|
2024
Q1 | $23.2K | Hold |
550
| – | – | ﹤0.01% | 615 |
|
|
2023
Q4 | $20.7K | Buy |
+550
| New | +$20.7K | ﹤0.01% | 616 |
|
|
2023
Q3 | – | Sell |
-550
| Closed | -$19.2K | – | 973 |
|
|
2023
Q2 | $19.2K | Hold |
550
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $17.1K | Hold |
550
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $15.2K | Hold |
550
| – | – | ﹤0.01% | 608 |
|
|
2022
Q3 | $15K | Hold |
550
| – | – | ﹤0.01% | 580 |
|
|
2022
Q2 | $16K | Hold |
550
| – | – | ﹤0.01% | 582 |
|
|
2022
Q1 | $19K | Hold |
550
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $20K | Buy |
+550
| New | +$20K | 0.01% | 532 |
|
|
2021
Q3 | – | Sell |
-550
| Closed | -$18K | – | 898 |
|
|
2021
Q2 | $18K | Buy |
+550
| New | +$18K | 0.01% | 556 |
|