SWM
Sagace Wealth Management’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 | $3.48M | Sell |
35,379
-3,724
| -10% | -$366K | 2.6% | 15 |
|
|
2025
Q1 | $3.58M | Sell |
39,103
-62
| -0.2% | -$5.68K | 2.7% | 13 |
|
|
2024
Q4 | $3.86M | Sell |
39,165
-34,894
| -47% | -$3.44M | 2.88% | 12 |
|
|
2024
Q3 | $7.74M | Buy |
74,059
+18,651
| +34% | +$1.95M | 5.97% | 3 |
|
|
2024
Q2 | $5.56M | Buy |
+55,408
| New | +$5.56M | 5.44% | 3 |
|