TIAM2
Tru Independence Asset Management 2’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-29,803
| Closed | -$11M | – | 142 |
|
|
2021
Q4 | $11M | Sell |
29,803
-5,960
| -17% | -$2.2M | 5.83% | 2 |
|
|
2021
Q3 | $11.8M | Buy |
35,763
+25,132
| +236% | +$8.29M | 8.37% | 1 |
|
|
2021
Q2 | $3.46M | Sell |
10,631
-738
| -6% | -$240K | 2.36% | 16 |
|
|
2021
Q1 | $3.37M | Sell |
11,369
-3,102
| -21% | -$920K | 2.67% | 13 |
|
|
2020
Q4 | $4.13M | Buy |
+14,471
| New | +$4.13M | 3.48% | 6 |
|