Grimes & Company’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 | $260K | Buy |
4,992
+10
| +0.2% | +$521 | 0.01% | 359 |
|
|
2025
Q1 | $229K | Sell |
4,982
-22
| -0.4% | -$1.01K | 0.01% | 331 |
|
|
2024
Q4 | $250K | Buy |
5,004
+41
| +0.8% | +$2.05K | 0.01% | 335 |
|
|
2024
Q3 | $236K | Buy |
4,963
+9
| +0.2% | +$428 | 0.01% | 326 |
|
|
2024
Q2 | $227K | Buy |
4,954
+10
| +0.2% | +$458 | 0.01% | 314 |
|
|
2024
Q1 | $208K | Buy |
+4,944
| New | +$208K | 0.01% | 314 |
|