Tidemark’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 | $1.37K | Sell |
26
-238
| -90% | -$12.6K | ﹤0.01% | 622 |
|
|
2025
Q1 | $12.1K | Hold |
264
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $13.2K | Sell |
264
-61
| -19% | -$3.04K | 0.01% | 398 |
|
|
2024
Q3 | $15.5K | Hold |
325
| – | – | 0.01% | 372 |
|
|
2024
Q2 | $14.9K | Sell |
325
-176
| -35% | -$8.06K | 0.01% | 365 |
|
|
2024
Q1 | $21.1K | Sell |
501
-20,940
| -98% | -$883K | 0.01% | 325 |
|
|
2023
Q4 | $809K | Buy |
+21,441
| New | +$809K | 0.51% | 40 |
|