S.A. Mason’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
Q3 | $150K | Hold |
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|
2025
Q2 | $135K | Sell |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $105K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $124K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $23K | Buy |
|