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 |
|