WA1
Wimmer Associates 1’s Invesco S&P MidCap Quality ETF XMHQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
3,735
-50
| -1% | -$4.91K | 0.19% | 85 |
|
|
2025
Q1 | $375K | Hold |
3,785
| – | – | 0.2% | 83 |
|
|
2024
Q4 | $373K | Hold |
3,785
| – | – | 0.18% | 87 |
|
|
2024
Q3 | $388K | Hold |
3,785
| – | – | 0.19% | 84 |
|
|
2024
Q2 | $367K | Sell |
3,785
-110
| -3% | -$10.7K | 0.19% | 87 |
|
|
2024
Q1 | $429K | Buy |
3,895
+1,200
| +45% | +$132K | 0.23% | 83 |
|
|
2023
Q4 | $239K | Buy |
+2,695
| New | +$239K | 0.13% | 103 |
|