Bogart Wealth, LLC XMHQ Holdings History
Bogart Wealth, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 3,180.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $291,020.00. This investment constitutes 0.01% of their stock portfolio, and Bogart Wealth, LLC now holds 0.01% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2021Q2. And since then Bogart Wealth, LLC has made 6 purchases of XMHQ, at an average price of $87.81, for a total of 400,283.00 shares. In addition, there have been 1 sales at an average price of $97.46 for 397,103.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, Bogart Wealth, LLC's estimated gain on his XMHQ holdings is $3.87 Mil, reflecting a 11.01% gain to date.
Bogart Wealth, LLC XMHQ ($99.53) Holding Chart
Bogart Wealth, LLC XMHQ ($99.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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