WealthShield Partners’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 | $8.23K | Hold |
158
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $7.27K | Hold |
158
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $7.89K | Buy |
+158
| New | +$7.89K | ﹤0.01% | 452 |
|
|
2024
Q3 | – | Sell |
-26,102
| Closed | -$1.19M | – | 506 |
|
|
2024
Q2 | $1.19M | Sell |
26,102
-6,018
| -19% | -$275K | 0.18% | 130 |
|
|
2024
Q1 | $1.35M | Buy |
+32,120
| New | +$1.35M | 0.22% | 122 |
|