McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Buy |
10,341
+987
| +11% | +$51.5K | 0.13% | 164 |
|
|
2025
Q1 | $431K | Buy |
9,354
+2,171
| +30% | +$100K | 0.11% | 177 |
|
|
2024
Q4 | $359K | Sell |
7,183
-162
| -2% | -$8.09K | 0.09% | 186 |
|
|
2024
Q3 | $349K | Buy |
7,345
+1,431
| +24% | +$68K | 0.09% | 188 |
|
|
2024
Q2 | $271K | Buy |
5,914
+1,026
| +21% | +$46.9K | 0.07% | 207 |
|
|
2024
Q1 | $206K | Buy |
+4,888
| New | +$206K | 0.06% | 227 |
|