Arkadios Wealth Advisors’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
7,818
+16
| +0.2% | +$1.57K | 0.02% | 673 |
|
|
2025
Q1 | $714K | Buy |
7,802
+247
| +3% | +$22.6K | 0.03% | 571 |
|
|
2024
Q4 | $744K | Buy |
7,555
+1,994
| +36% | +$196K | 0.04% | 406 |
|
|
2024
Q3 | $570K | Buy |
5,561
+7
| +0.1% | +$718 | 0.03% | 499 |
|
|
2024
Q2 | $539K | Sell |
5,554
-593
| -10% | -$57.5K | 0.04% | 450 |
|
|
2024
Q1 | $677K | Buy |
6,147
+295
| +5% | +$32.5K | 0.05% | 318 |
|
|
2023
Q4 | $519K | Buy |
5,852
+1,013
| +21% | +$89.9K | 0.04% | 362 |
|
|
2023
Q3 | $390K | Buy |
4,839
+851
| +21% | +$68.5K | 0.04% | 406 |
|
|
2023
Q2 | $322K | Buy |
3,988
+6
| +0.2% | +$484 | 0.04% | 427 |
|
|
2023
Q1 | $292K | Buy |
3,982
+12
| +0.3% | +$881 | 0.03% | 442 |
|
|
2022
Q4 | $274K | Buy |
+3,970
| New | +$274K | 0.04% | 432 |
|