Glass Jacobson Investment Advisors’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
Q2 | – | Sell |
-1,369
| Closed | -$68.4K | – | 868 |
|
|
2025
Q1 | $68.4K | Hold |
1,369
| – | – | 0.02% | 336 |
|
|
2024
Q4 | $68.4K | Sell |
1,369
-71
| -5% | -$3.55K | 0.02% | 336 |
|
|
2024
Q3 | $68.4K | Buy |
1,440
+3
| +0.2% | +$143 | 0.02% | 323 |
|
|
2024
Q2 | $65.7K | Buy |
1,437
+3
| +0.2% | +$137 | 0.02% | 312 |
|
|
2024
Q1 | $60.4K | Buy |
+1,434
| New | +$60.4K | 0.02% | 326 |
|