Foundry Financial Group, Inc. XSHQ Holdings History
Foundry Financial Group, Inc.'s Invesco S&P SmallCap Quality ETF Holding Summary
As of 2025-03-31, Foundry Financial Group, Inc. held 60,372.00 shares of Invesco S&P SmallCap Quality ETF(XSHQ), totaling $2.39 Mil. This investment constitutes 1.47% of their stock portfolio, and Foundry Financial Group, Inc. now holds 0.72% of the outstanding Invesco S&P SmallCap Quality ETF(XSHQ) stock.
The initial trade took place in 2023Q4. And since then Foundry Financial Group, Inc. has made 1 purchases of XSHQ, at an average price of $36.51, for a total of 132,319.00 shares. In addition, there have been 4 sales at an average price of $40.37 for 71,947.00 shares. Based on historical transaction data and XSHQ's current price of $41.72, Foundry Financial Group, Inc.'s estimated gain on his XSHQ holdings is $592,515.02, reflecting a 12.27% gain to date.
Foundry Financial Group, Inc. XSHQ ($41.72) Holding Chart
Foundry Financial Group, Inc. XSHQ ($41.72) 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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