Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.08M | Hold |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $988K | Buy |
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|
2015
Q4 | $927K | Buy |
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|
2015
Q3 | $829K | Sell |
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|
2015
Q2 | $916K | Sell |
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|
2015
Q1 | $831K | Buy |
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|
2014
Q4 | $983K | Buy |
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|
2014
Q3 | $845K | Sell |
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|
2014
Q2 | $827K | Hold |
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|
2014
Q1 | $808K | Sell |
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|
2013
Q4 | $836K | Sell |
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|
2013
Q3 | $798K | Sell |
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|
2013
Q2 | $865K | Buy |
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