BWA
Boulder 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
Q1 | – | Sell |
-75,873
| Closed | -$7.47M | – | 28 |
|
|
2024
Q4 | $7.47M | Buy |
75,873
+942
| +1% | +$92.8K | 3.85% | 8 |
|
|
2024
Q3 | $7.69M | Buy |
74,931
+4,479
| +6% | +$459K | 4.18% | 8 |
|
|
2024
Q2 | $6.84M | Buy |
70,452
+2,278
| +3% | +$221K | 3.99% | 8 |
|
|
2024
Q1 | $7.5M | Buy |
+68,174
| New | +$7.5M | 4.65% | 8 |
|