DHJJ Financial Advisors’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
71,641
+259
| +0.4% | +$10.5K | 1.05% | 19 |
|
|
2025
Q1 | $2.82M | Buy |
71,382
+5,400
| +8% | +$213K | 1.14% | 19 |
|
|
2024
Q4 | $2.79M | Buy |
65,982
+10,622
| +19% | +$450K | 1.09% | 19 |
|
|
2024
Q3 | $2.4M | Buy |
55,360
+8,521
| +18% | +$369K | 0.95% | 20 |
|
|
2024
Q2 | $1.82M | Buy |
46,839
+17,355
| +59% | +$675K | 0.77% | 25 |
|
|
2024
Q1 | $1.21M | Buy |
29,484
+17,367
| +143% | +$715K | 0.54% | 37 |
|
|
2023
Q4 | $483K | Buy |
12,117
+10,640
| +720% | +$424K | 0.23% | 80 |
|
|
2023
Q3 | $52.7K | Buy |
+1,477
| New | +$52.7K | 0.03% | 241 |
|