West Branch Capital’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.9K | Hold |
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|
2025
Q2 | $9.9K | Hold |
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2025
Q1 | $8.74K | Hold |
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|
2024
Q4 | $9.49K | Hold |
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|
2024
Q3 | $9.03K | Hold |
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|
2024
Q2 | $8.69K | Hold |
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|
2024
Q1 | $8.01K | Hold |
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|
2023
Q4 | $7.17K | Hold |
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|
2023
Q3 | $6.45K | Hold |
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|
2023
Q2 | $6.64K | Hold |
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|
2023
Q1 | $5.9K | Hold |
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|
2022
Q4 | $5.24K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Buy |
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