Northwest Financial Advisors’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 | $264K | Sell |
2,685
-1,652
| -38% | -$162K | 0.37% | 74 |
|
|
2025
Q1 | $397K | Buy |
4,337
+739
| +21% | +$67.6K | 0.33% | 68 |
|
|
2024
Q4 | $354K | Buy |
3,598
+1,093
| +44% | +$108K | 0.29% | 72 |
|
|
2024
Q3 | $257K | Buy |
2,505
+80
| +3% | +$8.21K | 0.2% | 80 |
|
|
2024
Q2 | $235K | Buy |
2,425
+345
| +17% | +$33.5K | 0.24% | 80 |
|
|
2024
Q1 | $229K | Buy |
2,080
+807
| +63% | +$88.8K | 0.25% | 80 |
|
|
2023
Q4 | $113K | Buy |
+1,273
| New | +$113K | 0.1% | 131 |
|