Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-484
| Closed | -$37K | – | 734 |
|
|
2021
Q3 | $37K | Buy |
484
+29
| +6% | +$2.22K | 0.02% | 270 |
|
|
2021
Q2 | $35K | Buy |
455
+141
| +45% | +$10.8K | 0.02% | 275 |
|
|
2021
Q1 | $24K | Buy |
314
+114
| +57% | +$8.71K | 0.01% | 342 |
|
|
2020
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 402 |
|