Samalin Investment Counsel’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
$652K Buy
2025
Q2
$586K Buy
2025
Q1
$212K Buy
2024
Q4
$230K Sell
2024
Q3
$567K Buy
2024
Q2
$528K Buy
2024
Q1
$481K Sell
2023
Q4
$433K Sell
2023
Q3
$809K Buy
2023
Q2
$538K Buy
2023
Q1
$469K Hold
2022
Q4
$416K Buy
2022
Q3
$325K Buy
2022
Q2
$286K Buy
2021
Q4
Sell
2021
Q3
$296K Buy
2021
Q2
$273K Sell
2021
Q1
$255K Buy