KWB Wealth’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 Q1	–	Sell	-76,475	Closed	-$2.88M	–	145
2023 Q4	$2.88M	Buy	+76,475	New	+$2.88M	0.42%	31