ShoreHaven Wealth Partners’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 | $7.47M | Buy |
143,441
+36,202
| +34% | +$1.89M | 3.06% | 8 |
|
|
2025
Q1 | $4.94M | Buy |
107,239
+56,658
| +112% | +$2.61M | 2.36% | 13 |
|
|
2024
Q4 | $2.53M | Buy |
50,581
+889
| +2% | +$44.4K | 1.19% | 21 |
|
|
2024
Q3 | $2.36M | Sell |
49,692
-44
| -0.1% | -$2.09K | 1.14% | 22 |
|
|
2024
Q2 | $2.28M | Buy |
49,736
+371
| +0.8% | +$17K | 1.2% | 22 |
|
|
2024
Q1 | $2.08M | Sell |
49,365
-53,077
| -52% | -$2.24M | 1.14% | 21 |
|
|
2023
Q4 | $3.86M | Buy |
+102,442
| New | +$3.86M | 2.35% | 12 |
|