Whitaker-Myers Wealth Managers’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
7,028
+167
| +2% | +$16.4K | 0.17% | 58 |
|
|
2025
Q1 | $628K | Buy |
6,861
+198
| +3% | +$18.1K | 0.18% | 54 |
|
|
2024
Q4 | $656K | Sell |
6,663
-94
| -1% | -$9.26K | 0.19% | 52 |
|
|
2024
Q3 | $693K | Buy |
6,757
+25
| +0.4% | +$2.56K | 0.23% | 50 |
|
|
2024
Q2 | $653K | Buy |
6,732
+414
| +7% | +$40.2K | 0.24% | 48 |
|
|
2024
Q1 | $695K | Buy |
6,318
+40
| +0.6% | +$4.4K | 0.29% | 52 |
|
|
2023
Q4 | $557K | Buy |
6,278
+166
| +3% | +$14.7K | 0.28% | 51 |
|
|
2023
Q3 | $492K | Buy |
6,112
+600
| +11% | +$48.3K | 0.31% | 47 |
|
|
2023
Q2 | $445K | Buy |
5,512
+506
| +10% | +$40.8K | 0.3% | 49 |
|
|
2023
Q1 | $367K | Buy |
5,006
+292
| +6% | +$21.4K | 0.28% | 49 |
|
|
2022
Q4 | $326K | Buy |
+4,714
| New | +$326K | 0.31% | 50 |
|