LAS
LWM Advisory 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 | $1.83M | Sell |
35,105
-6,859
| -16% | -$357K | 1.26% | 17 |
|
|
2025
Q1 | $1.93M | Sell |
41,964
-22,371
| -35% | -$1.03M | 1.34% | 19 |
|
|
2024
Q4 | $3.21M | Buy |
64,335
+6,864
| +12% | +$343K | 2.23% | 13 |
|
|
2024
Q3 | $2.73M | Buy |
57,471
+2,776
| +5% | +$132K | 2.02% | 12 |
|
|
2024
Q2 | $2.5M | Sell |
54,695
-385
| -0.7% | -$17.6K | 2.1% | 14 |
|
|
2024
Q1 | $2.32M | Buy |
55,080
+22,434
| +69% | +$945K | 1.86% | 14 |
|
|
2023
Q4 | $1.23M | Buy |
+32,646
| New | +$1.23M | 1.08% | 20 |
|