Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $284K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $206K | Hold |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $210K | Hold |
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|
2019
Q1 | $204K | Hold |
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|
2018
Q4 | $180K | Hold |
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|
2018
Q3 | $210K | Hold |
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|
2018
Q2 | $193K | Hold |
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|
2018
Q1 | $187K | Hold |
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|
2017
Q4 | $191K | Hold |
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|
2017
Q3 | $178K | Hold |
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|
2017
Q2 | $172K | Hold |
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|
2017
Q1 | $168K | Hold |
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|
2016
Q4 | $158K | Hold |
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|
2016
Q3 | $153K | Sell |
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|
2016
Q2 | $177K | Hold |
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|
2016
Q1 | $174K | Buy |
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