DHJJ Financial Advisors, Ltd. XMHQ Holdings History
DHJJ Financial Advisors, Ltd.'s Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, DHJJ Financial Advisors, Ltd. held 63,423.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $5.81 Mil. This investment constitutes 2.34% of their stock portfolio, and DHJJ Financial Advisors, Ltd. now holds 0.11% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2024Q2. And since then DHJJ Financial Advisors, Ltd. has made 4 purchases of XMHQ, at an average price of $104.09, for a total of 63,423.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, DHJJ Financial Advisors, Ltd.'s estimated gain on his XMHQ holdings is $-289,289.01, reflecting a -4.38% gain to date.
DHJJ Financial Advisors, Ltd. XMHQ ($99.53) Holding Chart
DHJJ Financial Advisors, Ltd. 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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