Gerber Kawasaki Wealth & Investment 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 | $12.4M | Sell |
125,776
-21,920
| -15% | -$2.15M | 0.48% | 47 |
|
|
2025
Q1 | $13.5M | Buy |
147,696
+4,295
| +3% | +$393K | 0.61% | 41 |
|
|
2024
Q4 | $14.1M | Buy |
143,401
+39,159
| +38% | +$3.86M | 0.61% | 40 |
|
|
2024
Q3 | $10.7M | Buy |
104,242
+2,559
| +3% | +$263K | 0.49% | 50 |
|
|
2024
Q2 | $9.87M | Buy |
101,683
+22,091
| +28% | +$2.14M | 0.49% | 49 |
|
|
2024
Q1 | $8.76M | Buy |
79,592
+1,783
| +2% | +$196K | 0.47% | 50 |
|
|
2023
Q4 | $6.9M | Buy |
77,809
+5,197
| +7% | +$461K | 0.41% | 50 |
|
|
2023
Q3 | $5.85M | Buy |
72,612
+3,023
| +4% | +$243K | 0.4% | 51 |
|
|
2023
Q2 | $5.62M | Buy |
+69,589
| New | +$5.62M | 0.38% | 56 |
|