Iams Wealth Management’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 | $1.06M | Sell |
20,394
-3,903
| -16% | -$203K | 0.49% | 64 |
|
|
2025
Q1 | $1.12M | Buy |
24,297
+2,295
| +10% | +$106K | 0.51% | 69 |
|
|
2024
Q4 | $1.1M | Buy |
22,002
+5,333
| +32% | +$266K | 0.5% | 63 |
|
|
2024
Q3 | $792K | Sell |
16,669
-6,388
| -28% | -$304K | 0.39% | 76 |
|
|
2024
Q2 | $1.05M | Sell |
23,057
-2,671
| -10% | -$122K | 0.58% | 56 |
|
|
2024
Q1 | $1.06M | Buy |
+25,728
| New | +$1.06M | 0.65% | 52 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 146 |
|
|
2023
Q2 | – | Sell |
-20,220
| Closed | -$619K | – | 139 |
|
|
2023
Q1 | $619K | Buy |
+20,220
| New | +$619K | 0.51% | 66 |
|