Reliant Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,156,550
| Closed | -$31.1M | – | 15 |
|
|
2022
Q3 | $31.1M | Buy |
1,156,550
+16,030
| +1% | +$432K | 13.22% | 4 |
|
|
2022
Q2 | $32.7M | Sell |
1,140,520
-3,380
| -0.3% | -$96.9K | 13.72% | 4 |
|
|
2022
Q1 | $40.2M | Buy |
1,143,900
+36,750
| +3% | +$1.29M | 19.87% | 3 |
|
|
2021
Q4 | $40.9M | Sell |
1,107,150
-16,010
| -1% | -$591K | 19.88% | 3 |
|
|
2021
Q3 | $37.1M | Buy |
1,123,160
+2,830
| +0.3% | +$93.4K | 19.64% | 3 |
|
|
2021
Q2 | $36.5M | Buy |
1,120,330
+11,050
| +1% | +$360K | 19.48% | 3 |
|
|
2021
Q1 | $32.9M | Buy |
1,109,280
+15,620
| +1% | +$463K | 19.07% | 3 |
|
|
2020
Q4 | $31.2M | Sell |
1,093,660
-4,210
| -0.4% | -$120K | 18.6% | 3 |
|
|
2020
Q3 | $28.8M | Buy |
1,097,870
+9,150
| +0.8% | +$240K | 18.77% | 3 |
|
|
2020
Q2 | $25.9M | Buy |
+1,088,720
| New | +$25.9M | 16.08% | 4 |
|
|
2020
Q1 | – | Sell |
-1,067,350
| Closed | -$24.9M | – | 13 |
|
|
2019
Q4 | $24.9M | Buy |
+1,067,350
| New | +$24.9M | 12.48% | 5 |
|