Fox Financial, Inc XSHQ Holdings History
Fox Financial, Inc's Invesco S&P SmallCap Quality ETF Holding Summary
As of 2025-03-31, Fox Financial, Inc held 6,910.00 shares of Invesco S&P SmallCap Quality ETF(XSHQ), totaling $273,080.00. This investment constitutes 0.26% of their stock portfolio, and Fox Financial, Inc now holds 0.06% of the outstanding Invesco S&P SmallCap Quality ETF(XSHQ) stock.
The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 3 purchases of XSHQ, at an average price of $36.44, for a total of 13,898.00 shares. In addition, there have been 1 sales at an average price of $44.56 for 6,988.00 shares. Based on historical transaction data and XSHQ's current price of $41.79, Fox Financial, Inc's estimated gain on his XSHQ holdings is $93,630.01, reflecting a 18.49% gain to date.
Fox Financial, Inc XSHQ ($41.79) Holding Chart
Fox Financial, Inc XSHQ ($41.79) 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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