Family Capital Management’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 | $2.96M | Buy |
30,181
+2,680
| +10% | +$263K | 1.55% | 16 |
|
2025
Q1 | $2.52M | Buy |
27,501
+1,260
| +5% | +$115K | 1.55% | 15 |
|
2024
Q4 | $2.58M | Buy |
26,241
+2,797
| +12% | +$275K | 1.56% | 17 |
|
2024
Q3 | $2.4M | Buy |
23,444
+2,357
| +11% | +$242K | 1.55% | 17 |
|
2024
Q2 | $2.05M | Buy |
21,087
+2,585
| +14% | +$251K | 1.39% | 18 |
|
2024
Q1 | $2.04M | Buy |
18,502
+3,208
| +21% | +$353K | 1.42% | 17 |
|
2023
Q4 | $1.36M | Buy |
15,294
+9,582
| +168% | +$850K | 0.96% | 23 |
|
2023
Q3 | $460K | Buy |
+5,712
| New | +$460K | 0.3% | 45 |
|