DHK Financial Advisors’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 | $790K | Buy |
8,042
+11
| +0.1% | +$1.08K | 0.45% | 44 |
|
|
2025
Q1 | $735K | Buy |
8,031
+16
| +0.2% | +$1.47K | 0.4% | 44 |
|
|
2024
Q4 | $789K | Buy |
8,015
+15
| +0.2% | +$1.48K | 0.48% | 46 |
|
|
2024
Q3 | $821K | Hold |
8,000
| – | – | 0.5% | 38 |
|
|
2024
Q2 | $776K | Hold |
8,000
| – | – | 0.54% | 37 |
|
|
2024
Q1 | $880K | Buy |
8,000
+3,000
| +60% | +$330K | 0.62% | 45 |
|
|
2023
Q4 | $444K | Buy |
+5,000
| New | +$444K | 0.33% | 56 |
|