Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-495,936.10
% of Total Estimate Gain
-5.89%

Pasadena Private Wealth, LLC's Invesco S&P MidCap Quality ETF Holding Summary

As of 2025-03-31, Pasadena Private Wealth, LLC held - shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.

The initial trade took place in 2024Q4. And since then Pasadena Private Wealth, LLC has made 1 purchases of XMHQ, at an average price of $103.56, for a total of 81,301.00 shares. In addition, there have been 1 sales at an average price of $97.46 for 81,301.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, Pasadena Private Wealth, LLC's estimated gain on his XMHQ holdings is $-495,936.10, reflecting a -5.89% gain to date.

Pasadena Private Wealth, LLC XMHQ ($99.53) Holding Chart

Pasadena Private 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 %

Top Ranked Articles

  • 1