GF
Gries Financial’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,108
| Closed | -$235K | – | 324 |
|
|
2025
Q1 | $235K | Sell |
5,108
-3,312
| -39% | -$152K | 0.05% | 246 |
|
|
2024
Q4 | $421K | Buy |
8,420
+2,293
| +37% | +$115K | 0.07% | 178 |
|
|
2024
Q3 | $291K | Buy |
+6,127
| New | +$291K | 0.05% | 207 |
|
|
2024
Q2 | – | Sell |
-13,548
| Closed | -$571K | – | 290 |
|
|
2024
Q1 | $571K | Buy |
+13,548
| New | +$571K | 0.1% | 158 |
|