Investmark Advisory Group’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 | $420K | Hold |
4,275
| – | – | 0.2% | 82 |
|
|
2025
Q1 | $391K | Sell |
4,275
-1,200
| -22% | -$110K | 0.19% | 76 |
|
|
2024
Q4 | $539K | Hold |
5,475
| – | – | 0.26% | 63 |
|
|
2024
Q3 | $562K | Hold |
5,475
| – | – | 0.27% | 64 |
|
|
2024
Q2 | $531K | Hold |
5,475
| – | – | 0.28% | 64 |
|
|
2024
Q1 | $603K | Hold |
5,475
| – | – | 0.33% | 63 |
|
|
2023
Q4 | $486K | Hold |
5,475
| – | – | 0.28% | 67 |
|
|
2023
Q3 | $441K | Hold |
5,475
| – | – | 0.3% | 63 |
|
|
2023
Q2 | $442K | Buy |
+5,475
| New | +$442K | 0.29% | 63 |
|