Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,542
| Closed | -$1.12M | – | 158 |
|
|
2024
Q2 | $1.12M | Buy |
+11,542
| New | +$1.12M | 1.01% | 36 |
|
|
2023
Q4 | – | Sell |
-10,719
| Closed | -$863K | – | 120 |
|
|
2023
Q3 | $863K | Buy |
+10,719
| New | +$863K | 1.01% | 25 |
|
|
2021
Q4 | – | Sell |
-3,730
| Closed | -$283K | – | 211 |
|
|
2021
Q3 | $283K | Sell |
3,730
-417
| -10% | -$31.6K | 0.11% | 139 |
|
|
2021
Q2 | $321K | Buy |
+4,147
| New | +$321K | 0.12% | 137 |
|