HWM
HRC Wealth 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 | $378K | Sell |
3,849
-494
| -11% | -$48.5K | 0.2% | 38 |
|
|
2025
Q1 | $398K | Buy |
4,343
+47
| +1% | +$4.3K | 0.25% | 33 |
|
|
2024
Q4 | $423K | Buy |
4,296
+439
| +11% | +$43.2K | 0.25% | 31 |
|
|
2024
Q3 | $396K | Buy |
3,857
+5
| +0.1% | +$513 | 0.26% | 25 |
|
|
2024
Q2 | $374K | Buy |
3,852
+172
| +5% | +$16.7K | 0.26% | 24 |
|
|
2024
Q1 | $405K | Buy |
+3,680
| New | +$405K | 0.3% | 22 |
|