WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 1299 |
|
|
2017
Q1 | $5K | Hold |
270
| – | – | ﹤0.01% | 1229 |
|
|
2016
Q4 | $4K | Buy |
+270
| New | +$4K | ﹤0.01% | 1317 |
|
|
2014
Q2 | – | Sell |
-240
| Closed | -$3K | – | 2061 |
|
|
2014
Q1 | $3K | Hold |
240
| – | – | ﹤0.01% | 1749 |
|
|
2013
Q4 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 1907 |
|