Fortis Group 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
Q1 | – | Sell |
-5,585
| Closed | -$550K | – | 542 |
|
|
2024
Q4 | $550K | Sell |
5,585
-1,703
| -23% | -$168K | 0.1% | 124 |
|
|
2024
Q3 | $748K | Buy |
7,288
+732
| +11% | +$75.1K | 0.14% | 106 |
|
|
2024
Q2 | $636K | Buy |
6,556
+340
| +5% | +$33K | 0.13% | 105 |
|
|
2024
Q1 | $684K | Buy |
+6,216
| New | +$684K | 0.13% | 110 |
|
|
2020
Q3 | $256K | Buy |
+4,700
| New | +$256K | 0.05% | 162 |
|