SteelPeak Wealth’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 | $596K | Sell |
11,435
-710
| -6% | -$37K | 0.02% | 329 |
|
|
2025
Q1 | $559K | Sell |
12,145
-366
| -3% | -$16.8K | 0.02% | 317 |
|
|
2024
Q4 | $625K | Hold |
12,511
| – | – | 0.03% | 298 |
|
|
2024
Q3 | $595K | Buy |
12,511
+221
| +2% | +$10.5K | 0.03% | 275 |
|
|
2024
Q2 | $562K | Buy |
12,290
+148
| +1% | +$6.77K | 0.03% | 280 |
|
|
2024
Q1 | $512K | Sell |
12,142
-1,288
| -10% | -$54.3K | 0.03% | 284 |
|
|
2023
Q4 | $507K | Sell |
13,430
-400
| -3% | -$15.1K | 0.03% | 265 |
|
|
2023
Q3 | $470K | Hold |
13,830
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $484K | Buy |
+13,830
| New | +$484K | 0.03% | 238 |
|