MWM
MinichMacGregor Wealth Management’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 | – | Sell |
-6,530
| Closed | -$301K | – | 145 |
|
|
2025
Q1 | $301K | Sell |
6,530
-141
| -2% | -$6.49K | 0.07% | 94 |
|
|
2024
Q4 | $333K | Sell |
6,671
-1
| -0% | -$50 | 0.07% | 92 |
|
|
2024
Q3 | $317K | Sell |
6,672
-219
| -3% | -$10.4K | 0.07% | 92 |
|
|
2024
Q2 | $315K | Sell |
6,891
-13
| -0.2% | -$595 | 0.08% | 81 |
|
|
2024
Q1 | $291K | Sell |
6,904
-729
| -10% | -$30.7K | 0.07% | 88 |
|
|
2023
Q4 | $288K | Buy |
+7,633
| New | +$288K | 0.08% | 82 |
|