SeaCrest Wealth Management’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
Q3 | – | Sell |
-2,590
| Closed | -$74K | – | 1552 |
|
|
2022
Q2 | $74K | Buy |
+2,590
| New | +$74K | 0.01% | 965 |
|
|
2019
Q2 | – | Sell |
-1,410
| Closed | -$29K | – | 1874 |
|
|
2019
Q1 | $29K | Hold |
1,410
| – | – | 0.01% | 1139 |
|
|
2018
Q4 | $25K | Hold |
1,410
| – | – | 0.01% | 1166 |
|
|
2018
Q3 | $29K | Hold |
1,410
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q2 | $27K | Hold |
1,410
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q1 | $26K | Hold |
1,410
| – | – | ﹤0.01% | 1231 |
|
|
2017
Q4 | $27K | Buy |
+1,410
| New | +$27K | ﹤0.01% | 1217 |
|