Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-200
| Closed | -$3K | – | 522 |
|
|
2017
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 463 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 211 |
|
|
2016
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 214 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 204 |
|
|
2016
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 212 |
|
|
2016
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 216 |
|
|
2015
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 220 |
|