Lowe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$29K | – | 294 |
|
|
2020
Q4 | $29K | Hold |
1,000
| – | – | 0.01% | 112 |
|
|
2020
Q3 | $26K | Hold |
1,000
| – | – | 0.01% | 104 |
|
|
2020
Q2 | $24K | Hold |
1,000
| – | – | 0.01% | 104 |
|
|
2020
Q1 | $20K | Sell |
1,000
-380
| -28% | -$7.6K | 0.01% | 105 |
|
|
2019
Q4 | $32K | Hold |
1,380
| – | – | 0.02% | 89 |
|
|
2019
Q3 | $29K | Hold |
1,380
| – | – | 0.02% | 90 |
|
|
2019
Q2 | $29K | Hold |
1,380
| – | – | 0.02% | 95 |
|
|
2019
Q1 | $28K | Sell |
1,380
-310
| -18% | -$6.29K | 0.02% | 91 |
|
|
2018
Q4 | $30K | Hold |
1,690
| – | – | 0.02% | 80 |
|
|
2018
Q3 | $35K | Hold |
1,690
| – | – | 0.02% | 86 |
|
|
2018
Q2 | $33K | Hold |
1,690
| – | – | 0.02% | 84 |
|
|
2018
Q1 | $32K | Hold |
1,690
| – | – | 0.02% | 88 |
|
|
2017
Q4 | $32K | Buy |
+1,690
| New | +$32K | 0.02% | 84 |
|