EverSource Wealth Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $235K | Buy |
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|
2024
Q4 | $251K | Buy |
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|
2024
Q3 | $134K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $114K | Hold |
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|
2023
Q4 | $106K | Hold |
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|
2023
Q3 | $95.8K | Hold |
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|
2023
Q2 | $98.6K | Hold |
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|
2023
Q1 | $87.6K | Hold |
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|
2022
Q4 | $77.8K | Buy |
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