SWA
Sax Wealth 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 | $14.7M | Buy |
149,524
+33,056
| +28% | +$3.25M | 0.89% | 24 |
|
|
2025
Q1 | $10.7M | Buy |
116,468
+17,853
| +18% | +$1.63M | 0.76% | 23 |
|
|
2024
Q4 | $9.71M | Sell |
98,615
-743
| -0.7% | -$73.2K | 0.76% | 24 |
|
|
2024
Q3 | $10.2M | Buy |
99,358
+92,888
| +1,436% | +$9.53M | 0.91% | 21 |
|
|
2024
Q2 | $628K | Buy |
+6,470
| New | +$628K | 0.06% | 123 |
|