Retireful LLC’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 | $421K | Sell |
8,079
-1,441
| -15% | -$75.1K | 0.29% | 99 |
|
|
2025
Q1 | $436K | Sell |
9,520
-6,749
| -41% | -$309K | 0.41% | 65 |
|
|
2024
Q4 | $813K | Sell |
16,269
-33,125
| -67% | -$1.65M | 0.46% | 69 |
|
|
2024
Q3 | $2.35M | Sell |
49,394
-15,894
| -24% | -$755K | 1.74% | 17 |
|
|
2024
Q2 | $2.99M | Buy |
+65,288
| New | +$2.99M | 1.4% | 20 |
|
|
2024
Q1 | – | Sell |
-9,749
| Closed | -$368K | – | 142 |
|
|
2023
Q4 | $368K | Sell |
9,749
-3,129
| -24% | -$118K | 0.16% | 86 |
|
|
2023
Q3 | $437K | Sell |
12,878
-51,902
| -80% | -$1.76M | 0.21% | 71 |
|
|
2023
Q2 | $2.27M | Buy |
+64,780
| New | +$2.27M | 0.86% | 30 |
|
|
2022
Q2 | – | Sell |
-8,290
| Closed | -$263K | – | 19 |
|
|
2022
Q1 | $263K | Buy |
+8,290
| New | +$263K | 6.32% | 9 |
|