Bogart Wealth LLC’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
Q3 | $62.1M | Sell |
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|
2025
Q2 | $56.5M | Buy |
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|
2025
Q1 | $48M | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $278K | Buy |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $245K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $197K | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $187K | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $131K | Sell |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $158K | Buy |
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|
2021
Q3 | $141K | Buy |
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|
2021
Q2 | $139K | Buy |
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|
2021
Q1 | $126K | Buy |
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