PWH
Priebe Wealth Holdings’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 | $2.13M | Buy |
21,661
+831
| +4% | +$81.6K | 1.84% | 14 |
|
|
2025
Q1 | $1.91M | Buy |
20,830
+10,855
| +109% | +$994K | 1.19% | 15 |
|
|
2024
Q4 | $982K | Buy |
9,975
+1,800
| +22% | +$177K | 0.67% | 24 |
|
|
2024
Q3 | $839K | Buy |
8,175
+2,300
| +39% | +$236K | 0.61% | 24 |
|
|
2024
Q2 | $570K | Sell |
5,875
-50
| -0.8% | -$4.85K | 0.45% | 29 |
|
|
2024
Q1 | $652K | Buy |
5,925
+50
| +0.9% | +$5.5K | 0.51% | 25 |
|
|
2023
Q4 | $521K | Buy |
+5,875
| New | +$521K | 0.43% | 35 |
|