SYM Financial Corp’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 | – | Sell |
-1,100
| Closed | -$50.6K | – | 452 |
|
|
2025
Q1 | $50.6K | Sell |
1,100
-1,072
| -49% | -$49.3K | 0.01% | 310 |
|
|
2024
Q4 | $109K | Buy |
2,172
+1,072
| +97% | +$53.6K | 0.01% | 256 |
|
|
2024
Q3 | $52.3K | Hold |
1,100
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $50.3K | Hold |
1,100
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $46.3K | Hold |
1,100
| – | – | 0.01% | 132 |
|
|
2023
Q4 | $41.5K | Hold |
1,100
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $37.4K | Buy |
+1,100
| New | +$37.4K | 0.01% | 137 |
|