SPWM
Schrum Private 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 | $226K | Hold |
2,300
| – | – | 0.18% | 119 |
|
|
2025
Q1 | $211K | Hold |
2,300
| – | – | 0.19% | 117 |
|
|
2024
Q4 | $226K | Sell |
2,300
-2,300
| -50% | -$226K | 0.19% | 114 |
|
|
2024
Q3 | $472K | Buy |
4,600
+2,300
| +100% | +$236K | 0.24% | 98 |
|
|
2024
Q2 | $223K | Hold |
2,300
| – | – | 0.2% | 119 |
|
|
2024
Q1 | $253K | Hold |
2,300
| – | – | 0.23% | 108 |
|
|
2023
Q4 | $204K | Buy |
+2,300
| New | +$204K | 0.29% | 95 |
|