Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,293
| Closed | -$214K | – | 728 |
|
|
2024
Q4 | $214K | Buy |
+4,293
| New | +$214K | 0.01% | 629 |
|
|
2021
Q2 | – | Sell |
-580
| Closed | -$17K | – | 1751 |
|
|
2021
Q1 | $17K | Hold |
580
| – | – | ﹤0.01% | 1160 |
|
|
2020
Q4 | $17K | Hold |
580
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q3 | $15K | Buy |
+580
| New | +$15K | ﹤0.01% | 956 |
|