Selective Wealth Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Hold |
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|
2025
Q2 | $587K | Hold |
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|
2025
Q1 | $496K | Hold |
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|
2024
Q4 | $550K | Hold |
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|
2024
Q3 | $532K | Hold |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $603K | Hold |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $880K | Buy |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $241K | Buy |
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