Western 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 | $393K | Buy |
4,003
+518
| +15% | +$50.9K | 0.02% | 485 |
|
|
2025
Q1 | $319K | Sell |
3,485
-31,675
| -90% | -$2.9M | 0.02% | 514 |
|
|
2024
Q4 | $3.46M | Sell |
35,160
-7,970
| -18% | -$785K | 0.23% | 87 |
|
|
2024
Q3 | $4.42M | Buy |
43,130
+6,009
| +16% | +$616K | 0.25% | 81 |
|
|
2024
Q2 | $3.6M | Buy |
37,121
+689
| +2% | +$66.9K | 0.27% | 75 |
|
|
2024
Q1 | $4.01M | Buy |
36,432
+28,963
| +388% | +$3.19M | 0.31% | 67 |
|
|
2023
Q4 | $663K | Buy |
7,469
+455
| +6% | +$40.4K | 0.05% | 350 |
|
|
2023
Q3 | $565K | Buy |
+7,014
| New | +$565K | 0.05% | 362 |
|