Great Diamond Partners’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
Q3 | $1.04M | Buy |
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|
2025
Q2 | $936K | Buy |
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|
2025
Q1 | $815K | Buy |
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|
2024
Q4 | $840K | Buy |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $561K | Hold |
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|
2021
Q2 | $553K | Sell |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $1.95M | Sell |
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|
2020
Q3 | $11.5M | Buy |
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|
2020
Q2 | $4.37M | Sell |
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|
2020
Q1 | $3.65M | Buy |
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