Axxcess Wealth Management’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 | $382K | Sell |
3,890
-578
| -13% | -$56.8K | 0.01% | 656 |
|
2025
Q1 | $409K | Sell |
4,468
-17,369
| -80% | -$1.59M | 0.01% | 595 |
|
2024
Q4 | $2.15M | Buy |
21,837
+1,945
| +10% | +$192K | 0.05% | 256 |
|
2024
Q3 | $2.04M | Buy |
19,892
+739
| +4% | +$75.8K | 0.05% | 260 |
|
2024
Q2 | $1.86M | Buy |
+19,153
| New | +$1.86M | 0.05% | 264 |
|