KWS
Keystone Wealth Services’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 | $341K | Sell |
3,468
-275
| -7% | -$27K | 0.08% | 213 |
|
|
2025
Q1 | $343K | Sell |
3,743
-1,168
| -24% | -$107K | 0.09% | 190 |
|
|
2024
Q4 | $484K | Sell |
4,911
-8,214
| -63% | -$809K | 0.13% | 154 |
|
|
2024
Q3 | $1.35M | Sell |
13,125
-1,857
| -12% | -$190K | 0.37% | 67 |
|
|
2024
Q2 | $1.45M | Buy |
14,982
+1,819
| +14% | +$177K | 0.45% | 52 |
|
|
2024
Q1 | $1.45M | Buy |
+13,163
| New | +$1.45M | 0.47% | 51 |
|