Venturi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-47
| Closed | -$2.23K | – | 2071 |
|
|
2024
Q3 | $2.23K | Buy |
47
+19
| +68% | +$903 | ﹤0.01% | 1649 |
|
|
2024
Q2 | $1.28K | Sell |
28
-8
| -22% | -$366 | ﹤0.01% | 1433 |
|
|
2024
Q1 | $1.52K | Buy |
+36
| New | +$1.52K | ﹤0.01% | 1291 |
|
|
2023
Q4 | – | Sell |
-190
| Closed | -$6.45K | – | 1444 |
|
|
2023
Q3 | $6.45K | Buy |
+190
| New | +$6.45K | ﹤0.01% | 905 |
|