WCAMG
Woodard & Company Asset Management Group’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-45
| Closed | -$13K | – | 113 |
|
|
2020
Q4 | $13K | Sell |
45
-2,259
| -98% | -$653K | 0.01% | 95 |
|
|
2020
Q3 | $604K | Sell |
2,304
-2,575
| -53% | -$675K | 0.4% | 31 |
|
|
2020
Q2 | $1.16M | Sell |
4,879
-909
| -16% | -$216K | 0.78% | 24 |
|
|
2020
Q1 | $1.13M | Buy |
5,788
+1,060
| +22% | +$207K | 0.81% | 19 |
|
|
2019
Q4 | $1.1M | Sell |
4,728
-86
| -2% | -$20.1K | 0.66% | 26 |
|
|
2019
Q3 | $1.02M | Buy |
+4,814
| New | +$1.02M | 0.65% | 19 |
|