Novak Financial Planning’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
2021
Q2
$724K Buy
22,250
+410
+2% +$13.3K 0.35% 73
2021
Q1
$648K Buy
21,840
+1,230
+6% +$36.5K 0.36% 76
2020
Q4
$588K Buy
+20,610
New +$588K 0.35% 75