Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40
| Closed | -$1.4K | – | 939 |
|
|
2023
Q2 | $1.4K | Hold |
40
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $1.24K | Hold |
40
| – | – | ﹤0.01% | 876 |
|
|
2022
Q4 | $1.1K | Hold |
40
| – | – | ﹤0.01% | 899 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 858 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 822 |
|
|
2022
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 837 |
|
|
2021
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 854 |
|
|
2021
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 863 |
|
|
2021
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 855 |
|
|
2021
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 856 |
|