WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,046
| Closed | -$278K | – | 220 |
|
|
2025
Q1 | $278K | Buy |
6,046
+107
| +2% | +$4.92K | 0.08% | 167 |
|
|
2024
Q4 | $297K | Buy |
5,939
+1,242
| +26% | +$62.1K | 0.08% | 155 |
|
|
2024
Q3 | $223K | Buy |
+4,697
| New | +$223K | 0.06% | 193 |
|
|
2024
Q2 | – | Sell |
-4,855
| Closed | -$205K | – | 202 |
|
|
2024
Q1 | $205K | Buy |
+4,855
| New | +$205K | 0.07% | 186 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$18K | – | 1084 |
|
|
2018
Q4 | $18K | Buy |
+1,000
| New | +$18K | 0.01% | 433 |
|