Financial Gravity Asset Management’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $42.8K | Buy |
+930
| New | +$42.8K | 0.01% | 338 |
|
|
2024
Q2 | $36.4K | Sell |
795
-3,502
| -81% | -$160K | 0.01% | 307 |
|
|
2024
Q1 | $172K | Buy |
4,297
+1,247
| +41% | +$50K | 0.02% | 223 |
|
|
2023
Q4 | $1.99M | Buy |
3,050
+2,095
| +219% | +$1.37M | 0.02% | 224 |
|
|
2023
Q3 | $1.91M | Sell |
955
-2,545
| -73% | -$5.09M | 0.02% | 218 |
|
|
2023
Q2 | $26.4K | Buy |
3,500
+390
| +13% | +$2.94K | 0.07% | 122 |
|
|
2023
Q1 | $3.17K | Buy |
3,110
+350
| +13% | +$357 | 0.1% | 234 |
|
|
2022
Q4 | $32.2K | Sell |
2,760
-16,070
| -85% | -$187K | 0.17% | 80 |
|
|
2022
Q3 | $2.77K | Sell |
18,830
-1,260
| -6% | -$185 | 0.09% | 222 |
|
|
2022
Q2 | $2.95K | Sell |
20,090
-4,480
| -18% | -$659 | 0.09% | 218 |
|
|
2022
Q1 | $3.63K | Sell |
24,570
-34,470
| -58% | -$5.09K | 0.1% | 176 |
|
|
2021
Q4 | $5.58K | Buy |
59,040
+58,930
| +53,573% | +$5.57K | 0.13% | 204 |
|
|
2021
Q3 | $330K | Hold |
110
| – | – | 0.16% | 113 |
|
|
2021
Q2 | $325K | Buy |
+110
| New | +$325K | 0.12% | 118 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | – | – | 953 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1402 |
|
|
2019
Q4 | $0 | Sell |
20
-38,430
| -100% | – | ﹤0.01% | 1742 |
|
|
2019
Q3 | $817K | Sell |
38,450
-12,640
| -25% | -$269K | 0.7% | 29 |
|
|
2019
Q2 | $1.07M | Sell |
51,090
-14,510
| -22% | -$304K | 0.88% | 26 |
|
|
2019
Q1 | $1.35M | Buy |
+65,600
| New | +$1.35M | 1.09% | 24 |
|
|
2018
Q3 | $82K | Sell |
4,310
-140
| -3% | -$2.66K | 0.09% | 237 |
|
|
2018
Q2 | $90K | Sell |
4,450
-380
| -8% | -$7.69K | 0.08% | 229 |
|
|
2018
Q1 | $91K | Buy |
+4,830
| New | +$91K | 0.09% | 205 |
|