Integrated Wealth Management’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
2017
Q1
$401K Sell
2016
Q4
$400K Hold
2016
Q3
$388K Hold
2016
Q2
$375K Sell
2016
Q1
$389K Sell
2015
Q4
$408K Sell
2015
Q3
$380K Sell
2015
Q2
$412K Buy
2015
Q1
$311K Buy