Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $399K | Sell |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $1.84M | Buy |
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