Essex Financial Services’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 | $205K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $258K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $336K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $275K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $474K | Hold |
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|
2016
Q4 | $447K | Sell |
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|
2016
Q3 | $458K | Hold |
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|
2016
Q2 | $443K | Hold |
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|
2016
Q1 | $436K | Sell |
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|
2015
Q4 | $628K | Buy |
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|
2015
Q3 | $511K | Hold |
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|
2015
Q2 | $544K | Hold |
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|
2015
Q1 | $540K | Buy |
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|
2014
Q4 | $480K | Hold |
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|
2014
Q3 | $468K | Sell |
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|
2014
Q2 | $466K | Hold |
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|
2014
Q1 | $449K | Hold |
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|
2013
Q4 | $449K | Sell |
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|
2013
Q3 | $446 | Buy |
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|
2013
Q2 | $332K | Buy |
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