Wambolt & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,537
| Closed | -$205K | – | 258 |
|
2023
Q2 | $205K | Buy |
+2,537
| New | +$205K | 0.07% | 237 |
|
2022
Q1 | – | Sell |
-2,586
| Closed | -$207K | – | 246 |
|
2021
Q4 | $207K | Buy |
+2,586
| New | +$207K | 0.07% | 233 |
|
2021
Q3 | – | Sell |
-2,586
| Closed | -$202K | – | 251 |
|
2021
Q2 | $202K | Buy |
+2,586
| New | +$202K | 0.09% | 239 |
|