LFA
Legacy Financial Advisors’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 | $940K | Buy |
9,566
+2,117
| +28% | +$208K | 0.15% | 112 |
|
|
2025
Q1 | $682K | Sell |
7,449
-117
| -2% | -$10.7K | 0.11% | 153 |
|
|
2024
Q4 | $745K | Sell |
7,566
-786
| -9% | -$77.4K | 0.12% | 139 |
|
|
2024
Q3 | $857K | Sell |
8,352
-59
| -0.7% | -$6.05K | 0.14% | 115 |
|
|
2024
Q2 | $816K | Buy |
+8,411
| New | +$816K | 0.15% | 115 |
|