Leavell Investment Management’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 | $3.83M | Sell |
73,459
-4,461
| -6% | -$232K | 0.17% | 138 |
|
|
2025
Q1 | $3.59M | Buy |
77,920
+2,920
| +4% | +$134K | 0.18% | 132 |
|
|
2024
Q4 | $3.75M | Buy |
75,000
+21,441
| +40% | +$1.07M | 0.18% | 124 |
|
|
2024
Q3 | $2.55M | Buy |
53,559
+27,029
| +102% | +$1.28M | 0.13% | 164 |
|
|
2024
Q2 | $1.21M | Buy |
26,530
+20,665
| +352% | +$946K | 0.07% | 244 |
|
|
2024
Q1 | $247K | Buy |
5,865
+200
| +4% | +$8.42K | 0.01% | 448 |
|
|
2023
Q4 | $214K | Buy |
+5,665
| New | +$214K | 0.01% | 449 |
|