MIA
Milestone Investment 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 | $3.27M | Sell |
33,327
-13,925
| -29% | -$1.37M | 0.85% | 37 |
|
|
2025
Q1 | $4.32M | Sell |
47,252
-118,731
| -72% | -$10.9M | 1.2% | 28 |
|
|
2024
Q4 | $16.3M | Buy |
165,983
+3,683
| +2% | +$363K | 4.44% | 5 |
|
|
2024
Q3 | $16.6M | Sell |
162,300
-11,696
| -7% | -$1.2M | 4.66% | 6 |
|
|
2024
Q2 | $16.9M | Buy |
173,996
+11,548
| +7% | +$1.12M | 4.49% | 6 |
|
|
2024
Q1 | $17.9M | Buy |
162,448
+27,889
| +21% | +$3.07M | 4.82% | 5 |
|
|
2023
Q4 | $11.9M | Buy |
134,559
+17,798
| +15% | +$1.58M | 3.47% | 8 |
|
|
2023
Q3 | $9.4M | Buy |
116,761
+77,749
| +199% | +$6.26M | 2.68% | 12 |
|
|
2023
Q2 | $3.15M | Buy |
+39,012
| New | +$3.15M | 0.97% | 27 |
|