SWM
SFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,435
| Closed | -$1.28M | – | 106 |
|
|
2024
Q3 | $1.28M | Sell |
12,435
-604
| -5% | -$62K | 0.68% | 26 |
|
|
2024
Q2 | $1.27M | Sell |
13,039
-4,258
| -25% | -$413K | 0.72% | 27 |
|
|
2024
Q1 | $1.9M | Buy |
+17,297
| New | +$1.9M | 1.13% | 17 |
|
|
2023
Q4 | – | Sell |
-7,828
| Closed | -$630K | – | 102 |
|
|
2023
Q3 | $630K | Buy |
+7,828
| New | +$630K | 0.5% | 37 |
|