Enzi Wealth’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 | $10.6M | Buy |
106,234
+621
| +0.6% | +$61.8K | 3.87% | 9 |
|
2025
Q1 | $9.7M | Buy |
105,613
+6,433
| +6% | +$591K | 3.93% | 9 |
|
2024
Q4 | $10.3M | Buy |
99,180
+3,900
| +4% | +$405K | 3.92% | 10 |
|
2024
Q3 | $9.95M | Buy |
95,280
+8,265
| +9% | +$863K | 3.89% | 9 |
|
2024
Q2 | $8.33M | Buy |
87,015
+1,559
| +2% | +$149K | 3.67% | 10 |
|
2024
Q1 | $8.93M | Buy |
85,456
+3,606
| +4% | +$377K | 4.19% | 9 |
|
2023
Q4 | $7.87M | Buy |
81,850
+47,765
| +140% | +$4.59M | 3.78% | 10 |
|
2023
Q3 | $2.71M | Buy |
+34,085
| New | +$2.71M | 1.44% | 14 |
|