CIA
Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8K | Buy |
+360
| New | +$18.8K | ﹤0.01% | 461 |
|
|
2023
Q4 | – | Sell |
-360
| Closed | -$12.2K | – | 469 |
|
|
2023
Q3 | $12.2K | Buy |
360
+324
| +900% | +$11K | ﹤0.01% | 425 |
|
|
2023
Q2 | $12.6K | Hold |
36
| – | – | ﹤0.01% | 342 |
|
|
2023
Q1 | $11.2K | Hold |
36
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $9.94K | Hold |
36
| – | – | ﹤0.01% | 324 |
|
|
2022
Q3 | $10K | Hold |
36
| – | – | ﹤0.01% | 289 |
|
|
2022
Q2 | $10K | Hold |
36
| – | – | ﹤0.01% | 306 |
|
|
2022
Q1 | $13K | Hold |
36
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $13K | Hold |
36
| – | – | ﹤0.01% | 333 |
|
|
2021
Q3 | $12K | Hold |
36
| – | – | ﹤0.01% | 298 |
|
|
2021
Q2 | $12K | Hold |
36
| – | – | ﹤0.01% | 320 |
|
|
2021
Q1 | $11K | Hold |
36
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $10K | Hold |
36
| – | – | ﹤0.01% | 279 |
|
|
2020
Q3 | $9K | Buy |
+36
| New | +$9K | ﹤0.01% | 277 |
|