CRWM
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Castle Rock Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History

Castle Rock Wealth Management’s Portfolio XMHQ Stock Details XMHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,144
Closed -$1.64M – 261
2024
Q3 		$1.64M Buy
+16,144
New +$1.64M 0.39% 75