Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $870K | Hold |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $853K | Sell |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $820K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.89M | Sell |
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|
2016
Q1 | $3.59M | Buy |
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|
2015
Q4 | $3.41M | Buy |
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|
2015
Q3 | $2.67M | Sell |
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|
2015
Q2 | $2.87M | Sell |
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|
2015
Q1 | $3.05M | Sell |
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|
2014
Q4 | $3.39M | Buy |
|