SSWM
Sheets Smith 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 | – | Sell |
-11,400
| Closed | -$1.04M | – | 411 |
|
|
2025
Q1 | $1.04M | Sell |
11,400
-58
| -0.5% | -$5.31K | 0.13% | 151 |
|
|
2024
Q4 | $1.13M | Buy |
11,458
+159
| +1% | +$15.7K | 0.14% | 144 |
|
|
2024
Q3 | $1.16M | Buy |
11,299
+20
| +0.2% | +$2.05K | 0.14% | 139 |
|
|
2024
Q2 | $1.09M | Sell |
11,279
-5,394
| -32% | -$523K | 0.13% | 154 |
|
|
2024
Q1 | $1.83M | Buy |
+16,673
| New | +$1.83M | 0.21% | 107 |
|