MRA Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-90,760
| Closed | -$3.35M | – | 131 |
|
|
2021
Q4 | $3.35M | Buy |
90,760
+10,040
| +12% | +$371K | 2.59% | 13 |
|
|
2021
Q3 | $2.66M | Sell |
80,720
-6,190
| -7% | -$204K | 2.26% | 17 |
|
|
2021
Q2 | $2.83M | Sell |
86,910
-15,170
| -15% | -$494K | 2.43% | 15 |
|
|
2021
Q1 | $3.03M | Buy |
102,080
+12,070
| +13% | +$358K | 2.85% | 11 |
|
|
2020
Q4 | $2.57M | Buy |
+90,010
| New | +$2.57M | 2.53% | 15 |
|