Twin Peaks Wealth 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 | $545K | Sell |
5,315
-435
| -8% | -$44.6K | 0.18% | 87 |
|
|
2025
Q1 | $511K | Sell |
5,750
-530
| -8% | -$47.1K | 0.23% | 80 |
|
|
2024
Q4 | $618K | Sell |
6,280
-106
| -2% | -$10.4K | 0.26% | 68 |
|
|
2024
Q3 | $655K | Sell |
6,386
-168
| -3% | -$17.2K | 0.3% | 67 |
|
|
2024
Q2 | $636K | Sell |
6,554
-346
| -5% | -$33.6K | 0.32% | 63 |
|
|
2024
Q1 | $759K | Sell |
6,900
-105
| -1% | -$11.6K | 0.42% | 50 |
|
|
2023
Q4 | $621K | Buy |
+7,005
| New | +$621K | 0.4% | 54 |
|