WealthCare Investment Partners’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 | $5.8M | Sell |
57,500
-2,896
| -5% | -$292K | 2.09% | 11 |
|
|
2025
Q1 | $5.2M | Buy |
60,396
+4,373
| +8% | +$376K | 2.2% | 9 |
|
|
2024
Q4 | $5.51M | Buy |
56,023
+4,801
| +9% | +$473K | 2.41% | 9 |
|
|
2024
Q3 | $5.2M | Buy |
51,222
+8,085
| +19% | +$821K | 2.28% | 13 |
|
|
2024
Q2 | $4.19M | Buy |
43,137
+7,604
| +21% | +$738K | 1.95% | 13 |
|
|
2024
Q1 | $3.91M | Buy |
35,533
+17,754
| +100% | +$1.95M | 1.89% | 14 |
|
|
2023
Q4 | $1.57M | Buy |
17,779
+7,756
| +77% | +$683K | 0.86% | 30 |
|
|
2023
Q3 | $799K | Buy |
10,023
+5,655
| +129% | +$451K | 0.49% | 52 |
|
|
2023
Q2 | $350K | Buy |
+4,368
| New | +$350K | 0.21% | 80 |
|