DHJJ Financial Advisors’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 | $7.55K | Buy |
145
+45
| +45% | +$2.34K | ﹤0.01% | 572 |
|
|
2025
Q1 | $4.59K | Buy |
100
+43
| +75% | +$1.97K | ﹤0.01% | 576 |
|
|
2024
Q4 | $2.87K | Hold |
57
| – | – | ﹤0.01% | 590 |
|
|
2024
Q3 | $2.73K | Hold |
57
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $2.62K | Hold |
57
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $2.41K | Hold |
57
| – | – | ﹤0.01% | 539 |
|
|
2023
Q4 | $2.15K | Hold |
57
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $1.93K | Buy |
+57
| New | +$1.93K | ﹤0.01% | 542 |
|