Total Clarity Wealth Management’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 | $216K | Sell |
2,198
-2,116
| -49% | -$208K | 0.06% | 263 |
|
|
2025
Q1 | $425K | Hold |
4,314
| – | – | 0.14% | 159 |
|
|
2024
Q4 | $425K | Sell |
4,314
-3,694
| -46% | -$364K | 0.14% | 159 |
|
|
2024
Q3 | $821K | Buy |
8,008
+275
| +4% | +$28.2K | 0.26% | 103 |
|
|
2024
Q2 | $750K | Buy |
7,733
+4,370
| +130% | +$424K | 0.26% | 100 |
|
|
2024
Q1 | $370K | Buy |
+3,363
| New | +$370K | 0.13% | 175 |
|
|
2023
Q1 | – | Sell |
-11,009
| Closed | -$760K | – | 251 |
|
|
2022
Q4 | $760K | Buy |
11,009
+6,937
| +170% | +$479K | 0.39% | 67 |
|
|
2022
Q3 | $254K | Sell |
4,072
-2,207
| -35% | -$138K | 0.16% | 173 |
|
|
2022
Q2 | $399K | Buy |
+6,279
| New | +$399K | 0.21% | 119 |
|