Sutton Wealth Advisors’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
2023
Q3
$276K Hold
8,130
0.14% 91
2023
Q2
$284K Hold
8,130
0.14% 90
2023
Q1
$252K Hold
8,130
0.13% 89
2022
Q4
$224K Hold
8,130
0.09% 159
2022
Q3
$219K Hold
8,130
0.09% 162
2022
Q2
$233K Hold
8,130
0.09% 149
2022
Q1
$286K Hold
8,130
0.1% 145
2021
Q4
$300K Hold
8,130
0.1% 133
2021
Q3
$268K Hold
8,130
0.1% 142
2021
Q2
$265K Sell
8,130
-350
-4% -$11.4K 0.1% 146
2021
Q1
$251K Hold
8,480
0.1% 142
2020
Q4
$242K Hold
8,480
0.1% 140
2020
Q3
$222K Sell
8,480
-180
-2% -$4.72K 0.11% 135
2020
Q2
$206K Hold
8,660
0.11% 136
2020
Q1
$169K Sell
8,660
-1,370
-14% -$26.8K 0.11% 143
2019
Q4
$234K Hold
10,030
0.12% 135
2019
Q3
$213K Hold
10,030
0.12% 140
2019
Q2
$210K Hold
10,030
0.12% 135
2019
Q1
$204K Hold
10,030
0.12% 138
2018
Q4
$180K Hold
10,030
0.12% 140
2018
Q3
$210K Hold
10,030
0.14% 124
2018
Q2
$193K Hold
10,030
0.13% 126
2018
Q1
$187K Hold
10,030
0.13% 128
2017
Q4
$191K Hold
10,030
0.14% 131
2017
Q3
$178K Hold
10,030
0.14% 129
2017
Q2
$172K Hold
10,030
0.14% 133
2017
Q1
$168K Hold
10,030
0.14% 124
2016
Q4
$158K Hold
10,030
0.14% 126
2016
Q3
$153K Sell
10,030
-1,970
-16% -$30.1K 0.14% 124
2016
Q2
$177K Hold
12,000
0.17% 102
2016
Q1
$174K Buy
+12,000
New +$174K 0.17% 103