GM
GeoWealth Management’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
22,485
-788
| -3% | -$77.4K | 0.09% | 142 |
|
|
2025
Q1 | $2.13M | Sell |
23,273
-90,106
| -79% | -$8.25M | 0.09% | 138 |
|
|
2024
Q4 | $11.2M | Sell |
113,379
-27,300
| -19% | -$2.69M | 0.37% | 51 |
|
|
2024
Q3 | $14.4M | Buy |
140,679
+107,360
| +322% | +$11M | 0.51% | 38 |
|
|
2024
Q2 | $3.23M | Buy |
33,319
+17,634
| +112% | +$1.71M | 0.14% | 109 |
|
|
2024
Q1 | $1.73M | Buy |
15,685
+328
| +2% | +$36.1K | 0.07% | 197 |
|
|
2023
Q4 | $1.36M | Buy |
15,357
+14,260
| +1,300% | +$1.26M | 0.11% | 177 |
|
|
2023
Q3 | $88K | Buy |
+1,097
| New | +$88K | 0.01% | 344 |
|