Meridian Wealth Management’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 | $5.7M | Buy |
58,002
+4,207
| +8% | +$413K | 0.24% | 96 |
|
|
2025
Q1 | $4.92M | Buy |
53,795
+117
| +0.2% | +$10.7K | 0.24% | 93 |
|
|
2024
Q4 | $5.29M | Sell |
53,678
-914
| -2% | -$90K | 0.25% | 88 |
|
|
2024
Q3 | $5.6M | Buy |
54,592
+18,241
| +50% | +$1.87M | 0.28% | 79 |
|
|
2024
Q2 | $3.53M | Buy |
+36,351
| New | +$3.53M | 0.42% | 57 |
|
|
2024
Q1 | – | Sell |
-21,237
| Closed | -$1.88M | – | 591 |
|
|
2023
Q4 | $1.88M | Buy |
+21,237
| New | +$1.88M | 0.12% | 177 |
|