Cornerstone Wealth Management, LLC EWMC Holdings History
Cornerstone Wealth Management, LLC's Invesco S P MidCap 400 Equal Weight ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 8,230.00 shares of Invesco S P MidCap 400 Equal Weight ETF(EWMC), totaling $861,700.00. This investment constitutes 0.06% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds -% of the outstanding Invesco S P MidCap 400 Equal Weight ETF(EWMC) stock.
The initial trade took place in 2024Q2. And since then Cornerstone Wealth Management, LLC has made 3 purchases of EWMC, at an average price of $116.10, for a total of 19,949.00 shares. In addition, there have been 1 sales at an average price of $110.63 for 11,719.00 shares. Based on historical transaction data and EWMC's current price of $90.08, Cornerstone Wealth Management, LLC's estimated gain on his EWMC holdings is $-278,292.44, reflecting a -12.02% gain to date.
Cornerstone Wealth Management, LLC EWMC ($90.08) Holding Chart
Cornerstone Wealth Management, LLC EWMC ($90.08) 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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