Hazlett, Burt & Watson’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 | $168K | Sell |
3,255
-1,001
| -24% | -$51.7K | 0.07% | 223 |
|
|
2025
Q1 | $198K | Buy |
4,256
+1,555
| +58% | +$72.3K | 0.09% | 195 |
|
|
2024
Q4 | $135K | Hold |
2,701
| – | – | 0.06% | 248 |
|
|
2024
Q3 | $129K | Buy |
2,701
+75
| +3% | +$3.58K | 0.06% | 251 |
|
|
2024
Q2 | $121K | Buy |
2,626
+700
| +36% | +$32.3K | 0.06% | 249 |
|
|
2024
Q1 | $81K | Buy |
1,926
+1,550
| +412% | +$65.2K | 0.05% | 267 |
|
|
2023
Q4 | $14K | Buy |
+376
| New | +$14K | 0.01% | 463 |
|