Geneos Wealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Hold |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $153K | Sell |
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|
2024
Q3 | $174K | Buy |
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|
2024
Q2 | $155K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $100K | Hold |
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|
2023
Q1 | $91.4K | Buy |
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|
2022
Q4 | $45.6K | Hold |
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|
2022
Q3 | $41K | Hold |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $25K | Buy |
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