Precedent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Sell |
207,801
-14,023
| -6% | -$731K | 2.65% | 6 |
|
|
2025
Q1 | $10.2M | Buy |
221,824
+53,661
| +32% | +$2.47M | 2.83% | 6 |
|
|
2024
Q4 | $8.4M | Buy |
168,163
+2,457
| +1% | +$123K | 2.74% | 8 |
|
|
2024
Q3 | $7.88M | Buy |
165,706
+31,691
| +24% | +$1.51M | 2.6% | 8 |
|
|
2024
Q2 | $6.13M | Buy |
134,015
+14,611
| +12% | +$668K | 2.47% | 8 |
|
|
2024
Q1 | $5.03M | Buy |
119,404
+43,134
| +57% | +$1.82M | 2.16% | 11 |
|
|
2023
Q4 | $2.88M | Buy |
+76,270
| New | +$2.88M | 1.46% | 11 |
|