SWM
Selective Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Hold |
11,172
| – | – | 0.21% | 52 |
|
|
2025
Q1 | $496K | Hold |
11,172
| – | – | 0.22% | 55 |
|
|
2024
Q4 | $550K | Hold |
11,172
| – | – | 0.22% | 55 |
|
|
2024
Q3 | $532K | Hold |
11,172
| – | – | 0.22% | 56 |
|
|
2024
Q2 | $530K | Hold |
11,172
| – | – | 0.23% | 58 |
|
|
2024
Q1 | $465K | Hold |
11,172
| – | – | 0.2% | 64 |
|
|
2023
Q4 | $413K | Sell |
11,172
-914
| -8% | -$33.8K | 0.21% | 55 |
|
|
2023
Q3 | $412K | Buy |
12,086
+10,860
| +886% | +$370K | 0.23% | 51 |
|
|
2023
Q2 | $422K | Buy |
+1,226
| New | +$422K | 0.21% | 60 |
|
|
2022
Q4 | $351K | Sell |
1,226
-199
| -14% | -$57K | 0.19% | 74 |
|
|
2022
Q3 | $383K | Sell |
1,425
-680
| -32% | -$183K | 0.16% | 77 |
|
|
2022
Q2 | $603K | Hold |
2,105
| – | – | 0.21% | 64 |
|
|
2022
Q1 | $740K | Sell |
2,105
-280
| -12% | -$98.4K | 0.27% | 46 |
|
|
2021
Q4 | $880K | Buy |
2,385
+283
| +13% | +$104K | 0.36% | 39 |
|
|
2021
Q3 | $694K | Buy |
2,102
+1,362
| +184% | +$450K | 0.37% | 37 |
|
|
2021
Q2 | $241K | Buy |
+740
| New | +$241K | 0.19% | 60 |
|