Aveo Capital Partners’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-102,590
| Closed | -$9.67M | – | 175 |
|
|
2025
Q1 | $9.67M | Buy |
102,590
+9,587
| +10% | +$904K | 1.61% | 18 |
|
|
2024
Q4 | $9.16M | Buy |
93,003
+1,833
| +2% | +$180K | 1% | 25 |
|
|
2024
Q3 | $9.35M | Buy |
91,170
+2,827
| +3% | +$290K | 0.99% | 24 |
|
|
2024
Q2 | $8.57M | Buy |
88,343
+5,791
| +7% | +$562K | 0.97% | 27 |
|
|
2024
Q1 | $8.65M | Sell |
82,552
-32,784
| -28% | -$3.44M | 0.94% | 24 |
|
|
2023
Q4 | $10.2M | Buy |
115,336
+48,377
| +72% | +$4.29M | 1.23% | 19 |
|
|
2023
Q3 | $5.39M | Buy |
66,959
+406
| +0.6% | +$32.7K | 0.71% | 39 |
|
|
2023
Q2 | $5.37M | Buy |
+66,553
| New | +$5.37M | 0.68% | 44 |
|