Kohmann Bosshard Financial Services’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 | $578K | Hold |
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|
2025
Q1 | $510K | Hold |
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|
2024
Q4 | $554K | Hold |
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|
2024
Q3 | $527K | Hold |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $467K | Hold |
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|
2023
Q4 | $418K | Hold |
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|
2023
Q3 | $377K | Hold |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $306K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $390K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $366K | Hold |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $333K | Hold |
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|
2020
Q1 | $274K | Hold |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $294K | Hold |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $293K | Sell |
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|
2018
Q2 | $293K | Hold |
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|
2018
Q1 | $284K | Hold |
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|
2017
Q4 | $289K | Hold |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q1 | $254K | Hold |
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|
2016
Q4 | $244K | Buy |
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