West Branch Capital’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 | $9.9K | Hold |
190
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $8.74K | Hold |
190
| – | – | ﹤0.01% | 297 |
|
|
2024
Q4 | $9.49K | Hold |
190
| – | – | ﹤0.01% | 272 |
|
|
2024
Q3 | $9.03K | Hold |
190
| – | – | ﹤0.01% | 284 |
|
|
2024
Q2 | $8.69K | Hold |
190
| – | – | ﹤0.01% | 286 |
|
|
2024
Q1 | $8.01K | Hold |
190
| – | – | ﹤0.01% | 292 |
|
|
2023
Q4 | $7.17K | Hold |
190
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $6.45K | Hold |
190
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $6.65K | Hold |
190
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $5.9K | Hold |
190
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $5.24K | Hold |
190
| – | – | ﹤0.01% | 336 |
|
|
2022
Q3 | $5K | Hold |
190
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $5K | Hold |
190
| – | – | ﹤0.01% | 344 |
|
|
2022
Q1 | $7K | Hold |
190
| – | – | ﹤0.01% | 333 |
|
|
2021
Q4 | $7K | Hold |
190
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $6K | Hold |
190
| – | – | ﹤0.01% | 351 |
|
|
2021
Q2 | $6K | Buy |
+190
| New | +$6K | ﹤0.01% | 364 |
|