EverSource Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
3,093
-2,007
| -39% | -$105K | 0.01% | 959 |
|
|
2025
Q1 | $235K | Buy |
5,100
+74
| +1% | +$3.41K | 0.01% | 594 |
|
|
2024
Q4 | $251K | Buy |
5,026
+2,206
| +78% | +$110K | 0.01% | 565 |
|
|
2024
Q3 | $134K | Hold |
2,820
| – | – | 0.01% | 700 |
|
|
2024
Q2 | $128K | Hold |
2,820
| – | – | 0.01% | 711 |
|
|
2024
Q1 | $114K | Hold |
2,820
| – | – | 0.01% | 663 |
|
|
2023
Q4 | $106K | Hold |
2,820
| – | – | 0.01% | 618 |
|
|
2023
Q3 | $95.8K | Hold |
2,820
| – | – | 0.01% | 575 |
|
|
2023
Q2 | $98.6K | Hold |
2,820
| – | – | 0.01% | 585 |
|
|
2023
Q1 | $87.6K | Hold |
2,820
| – | – | 0.01% | 585 |
|
|
2022
Q4 | $77.8K | Buy |
+2,820
| New | +$77.8K | 0.01% | 595 |
|