Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-989
| Closed | -$45.2K | – | 780 |
|
|
2024
Q2 | $45.2K | Sell |
989
-27
| -3% | -$1.24K | 0.02% | 238 |
|
|
2024
Q1 | $42.8K | Sell |
1,016
-30
| -3% | -$1.26K | 0.02% | 241 |
|
|
2023
Q4 | $39.5K | Buy |
1,046
+2
| +0.2% | +$75 | 0.02% | 232 |
|
|
2023
Q3 | $35.5K | Sell |
1,044
-56
| -5% | -$1.9K | 0.02% | 219 |
|
|
2023
Q2 | $38.3K | Buy |
1,100
+10
| +0.9% | +$349 | 0.02% | 219 |
|
|
2023
Q1 | $34K | Buy |
+1,090
| New | +$34K | 0.02% | 222 |
|
|
2020
Q2 | – | Sell |
-1,170
| Closed | -$22.9K | – | 619 |
|
|
2020
Q1 | $22.9K | Buy |
+1,170
| New | +$22.9K | 0.03% | 124 |
|