LWM
Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,309
| Closed | -$806K | – | 81 |
|
|
2024
Q2 | $806K | Sell |
8,309
-9,483
| -53% | -$920K | 0.65% | 48 |
|
|
2024
Q1 | $1.96M | Buy |
17,792
+8,274
| +87% | +$911K | 1.51% | 26 |
|
|
2023
Q4 | $844K | Buy |
9,518
+96
| +1% | +$8.52K | 0.67% | 46 |
|
|
2023
Q3 | $759K | Sell |
9,422
-33
| -0.3% | -$2.66K | 0.72% | 38 |
|
|
2023
Q2 | $763K | Buy |
+9,455
| New | +$763K | 0.68% | 38 |
|