Sequoia 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 | $344K | Sell |
3,498
-160
| -4% | -$15.7K | ﹤0.01% | 1179 |
|
|
2025
Q1 | $335K | Buy |
3,658
+191
| +6% | +$17.5K | ﹤0.01% | 1007 |
|
|
2024
Q4 | $341K | Sell |
3,467
-10
| -0.3% | -$985 | ﹤0.01% | 960 |
|
|
2024
Q3 | $357K | Buy |
3,477
+667
| +24% | +$68.4K | ﹤0.01% | 893 |
|
|
2024
Q2 | $273K | Buy |
2,810
+141
| +5% | +$13.7K | ﹤0.01% | 929 |
|
|
2024
Q1 | $294K | Buy |
+2,669
| New | +$294K | ﹤0.01% | 867 |
|