KWS
Keystone Wealth Services’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 | $1.2M | Buy |
22,953
+271
| +1% | +$14.1K | 0.29% | 84 |
|
|
2025
Q1 | $1.04M | Sell |
22,682
-978
| -4% | -$45K | 0.28% | 87 |
|
|
2024
Q4 | $1.18M | Sell |
23,660
-23,363
| -50% | -$1.17M | 0.31% | 78 |
|
|
2024
Q3 | $2.23M | Buy |
47,023
+2,457
| +6% | +$117K | 0.62% | 37 |
|
|
2024
Q2 | $2.04M | Buy |
44,566
+4,380
| +11% | +$200K | 0.63% | 39 |
|
|
2024
Q1 | $1.69M | Sell |
40,186
-19,589
| -33% | -$825K | 0.55% | 46 |
|
|
2023
Q4 | $2.25M | Buy |
+59,775
| New | +$2.25M | 0.77% | 33 |
|