Sargent Bickham Lagudis’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 | $26K | Buy |
940
+40
| +4% | +$1.11K | ﹤0.01% | 557 |
|
|
2022
Q3 | $24K | Hold |
900
| – | – | ﹤0.01% | 545 |
|
|
2022
Q2 | $26K | Buy |
900
+40
| +5% | +$1.16K | ﹤0.01% | 540 |
|
|
2022
Q1 | $30K | Buy |
860
+50
| +6% | +$1.74K | ﹤0.01% | 542 |
|
|
2021
Q4 | $30K | Buy |
810
+20
| +3% | +$741 | ﹤0.01% | 546 |
|
|
2021
Q3 | $26K | Buy |
790
+20
| +3% | +$658 | ﹤0.01% | 565 |
|
|
2021
Q2 | $25K | Buy |
770
+60
| +8% | +$1.95K | ﹤0.01% | 575 |
|
|
2021
Q1 | $21K | Buy |
710
+110
| +18% | +$3.25K | ﹤0.01% | 581 |
|
|
2020
Q4 | $17K | Buy |
600
+60
| +11% | +$1.7K | ﹤0.01% | 583 |
|
|
2020
Q3 | $14K | Hold |
540
| – | – | ﹤0.01% | 553 |
|
|
2020
Q2 | $13K | Hold |
540
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $11K | Buy |
+540
| New | +$11K | ﹤0.01% | 548 |
|