Holistic Planning’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 | $330K | Sell |
6,339
-114
| -2% | -$5.94K | 0.09% | 162 |
|
|
2025
Q1 | $297K | Hold |
6,453
| – | – | 0.1% | 141 |
|
|
2024
Q4 | $322K | Sell |
6,453
-617
| -9% | -$30.8K | 0.12% | 125 |
|
|
2024
Q3 | $336K | Sell |
7,070
-3,650
| -34% | -$173K | 0.14% | 105 |
|
|
2024
Q2 | $452K | Hold |
10,720
| – | – | 0.35% | 68 |
|
|
2024
Q1 | $452K | Sell |
10,720
-1,202
| -10% | -$50.6K | 0.34% | 68 |
|
|
2023
Q4 | $450K | Buy |
+11,922
| New | +$450K | 0.38% | 65 |
|