Steward Partners Investment Advisory’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.7M | Sell |
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|
2025
Q2 | $2.79M | Sell |
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|
2025
Q1 | $2.79M | Sell |
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|
2024
Q4 | $4.03M | Buy |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $4.88M | Buy |
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|
2024
Q1 | $720K | Sell |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $868K | Sell |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $47.6K | Sell |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $68K | Sell |
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|
2019
Q4 | $102K | Hold |
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|
2019
Q3 | $94K | Buy |
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