KCM Investment Advisors’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
Q2 | $3.24M | Sell |
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|
2025
Q1 | $2.96M | Hold |
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|
2024
Q4 | $3.22M | Hold |
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|
2024
Q3 | $3.06M | Hold |
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|
2024
Q2 | $2.94M | Buy |
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|
2024
Q1 | $2.7M | Hold |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.24M | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $1.91M | Hold |
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|
2022
Q2 | $2.03M | Sell |
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|
2022
Q1 | $2.52M | Hold |
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|
2021
Q4 | $2.65M | Hold |
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|
2021
Q3 | $2.37M | Sell |
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|
2021
Q2 | $2.37M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.14M | Hold |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $2.14M | Buy |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.61M | Hold |
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|
2019
Q3 | $1.47M | Buy |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $950K | Buy |
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|
2017
Q4 | $918K | Buy |
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|
2017
Q3 | $860K | Hold |
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|
2017
Q2 | $827K | Hold |
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|
2017
Q1 | $807K | Sell |
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|
2016
Q4 | $766K | Sell |
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|
2016
Q3 | $748K | Sell |
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|
2016
Q2 | $905K | Buy |
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|
2016
Q1 | $725K | Hold |
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|
2015
Q4 | $722K | Sell |
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|
2015
Q3 | $665K | Sell |
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|
2015
Q2 | $711K | Sell |
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|
2015
Q1 | $710K | Buy |
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|
2014
Q4 | $713K | Buy |
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|
2014
Q3 | $678K | Hold |
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|
2014
Q2 | $661K | Sell |
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|
2014
Q1 | $659K | Hold |
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|
2013
Q4 | $660K | Sell |
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|
2013
Q3 | $686K | Buy |
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|
2013
Q2 | $650K | Buy |
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