Laraway Financial Advisors’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 | $3.4M | Buy |
65,279
+1,200
| +2% | +$62.5K | 2.58% | 8 |
|
|
2025
Q1 | $2.95M | Buy |
64,079
+1,723
| +3% | +$79.3K | 2.34% | 10 |
|
|
2024
Q4 | $3.12M | Buy |
62,356
+2,682
| +4% | +$134K | 2.4% | 10 |
|
|
2024
Q3 | $2.84M | Buy |
59,674
+2,368
| +4% | +$113K | 2.26% | 10 |
|
|
2024
Q2 | $2.62M | Buy |
57,306
+1,171
| +2% | +$53.6K | 2.24% | 10 |
|
|
2024
Q1 | $2.36M | Buy |
56,135
+2,606
| +5% | +$110K | 2.09% | 12 |
|
|
2023
Q4 | $2.02M | Sell |
53,529
-373
| -0.7% | -$14.1K | 1.92% | 14 |
|
|
2023
Q3 | $1.83M | Sell |
53,902
-318
| -0.6% | -$10.8K | 1.91% | 13 |
|
|
2023
Q2 | $1.9M | Sell |
54,220
-90
| -0.2% | -$3.15K | 1.87% | 14 |
|
|
2023
Q1 | $1.69M | Sell |
54,310
-1,530
| -3% | -$47.5K | 1.71% | 15 |
|
|
2022
Q4 | $1.54M | Sell |
55,840
-2,360
| -4% | -$65.1K | 1.61% | 17 |
|
|
2022
Q3 | $1.56M | Sell |
58,200
-400
| -0.7% | -$10.7K | 1.75% | 15 |
|
|
2022
Q2 | $1.68M | Sell |
58,600
-300
| -0.5% | -$8.6K | 1.79% | 15 |
|
|
2022
Q1 | $2.07M | Sell |
58,900
-200
| -0.3% | -$7.03K | 1.89% | 14 |
|
|
2021
Q4 | $2.18M | Buy |
+59,100
| New | +$2.18M | 1.95% | 14 |
|