NovaPoint Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,252
| Closed | -$274K | – | 143 |
|
|
2023
Q4 | $274K | Sell |
7,252
-18
| -0.2% | -$679 | 0.1% | 106 |
|
|
2023
Q3 | $247K | Hold |
7,270
| – | – | 0.1% | 112 |
|
|
2023
Q2 | $254K | Hold |
7,270
| – | – | 0.09% | 114 |
|
|
2023
Q1 | $226K | Sell |
7,270
-210
| -3% | -$6.52K | 0.09% | 117 |
|
|
2022
Q4 | $206K | Buy |
+7,480
| New | +$206K | 0.09% | 118 |
|