AssetMark Inc’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
Q2 | $60.7K | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $147K | Buy |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $4.76K | Buy |
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|
2024
Q1 | $253 | Sell |
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|
2023
Q4 | $97.4K | Buy |
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|
2023
Q3 | $49.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $19.3K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $3K | Buy |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $4K | Sell |
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|
2020
Q4 | $183K | Buy |
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|
2020
Q3 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $0 | Buy |
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