LAS
LWM Advisory 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 | $1.35M | Sell |
13,721
-249
| -2% | -$24.5K | 0.93% | 22 |
|
|
2025
Q1 | $1.28M | Sell |
13,970
-7,029
| -33% | -$643K | 0.89% | 25 |
|
|
2024
Q4 | $2.07M | Sell |
20,999
-3,512
| -14% | -$346K | 1.44% | 17 |
|
|
2024
Q3 | $2.51M | Sell |
24,511
-1,803
| -7% | -$185K | 1.86% | 15 |
|
|
2024
Q2 | $2.55M | Buy |
26,314
+4,584
| +21% | +$445K | 2.14% | 13 |
|
|
2024
Q1 | $2.39M | Buy |
21,730
+4,017
| +23% | +$442K | 1.92% | 13 |
|
|
2023
Q4 | $1.57M | Sell |
17,713
-38
| -0.2% | -$3.37K | 1.38% | 16 |
|
|
2023
Q3 | $1.43M | Buy |
+17,751
| New | +$1.43M | 1.53% | 14 |
|