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WR Wealth Planners’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

WR Wealth Planners’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-230
Closed -$10.9K – 1194
2024
Q3 		$10.9K Hold
230
– – ﹤0.01% 609
2024
Q2 		$10.5K Hold
230
– – ﹤0.01% 580
2024
Q1 		$9.69K Buy
+230
New +$9.69K ﹤0.01% 607