Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1K | Sell |
|
|||||
|
2019
Q3 | $334K | Hold |
|
|||||
|
2019
Q2 | $330K | Sell |
|
|||||
|
2019
Q1 | $321K | Hold |
|
|||||
|
2018
Q4 | $285K | Hold |
|
|||||
|
2018
Q3 | $331K | Hold |
|
|||||
|
2018
Q2 | $305K | Sell |
|
|||||
|
2018
Q1 | $297K | Hold |
|
|||||
|
2017
Q4 | $302K | Buy |
|
|||||
|
2017
Q3 | $2K | Sell |
|
|||||
|
2017
Q2 | $3K | Hold |
|
|||||
|
2017
Q1 | $3K | Sell |
|
|||||
|
2016
Q4 | $252K | Sell |
|
|||||
|
2016
Q3 | $248K | Buy |
|
|||||
|
2016
Q2 | $6K | Sell |
|
|||||
|
2016
Q1 | $21K | Buy |
|
|||||
|
2015
Q4 | $6K | Hold |
|
|||||
|
2015
Q3 | $5K | Buy |
|
|||||
|
2015
Q2 | $4K | Hold |
|
|||||
|
2015
Q1 | $4K | Hold |
|
|||||
|
2014
Q4 | $5K | Sell |
|
|||||
|
2014
Q3 | $231K | Buy |
|
|||||
|
2014
Q2 | $12K | Buy |
|