Cornerstone Wealth Management, LLC XMHQ Holdings History
Cornerstone Wealth Management, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 63,079.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $5.77 Mil. This investment constitutes 0.39% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.11% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2021Q2. And since then Cornerstone Wealth Management, LLC has made 6 purchases of XMHQ, at an average price of $101.37, for a total of 79,384.00 shares. In addition, there have been 2 sales at an average price of $92.87 for 16,305.00 shares. Based on historical transaction data and XMHQ's current price of $99.53, Cornerstone Wealth Management, LLC's estimated gain on his XMHQ holdings is $-254,989.53, reflecting a -3.17% gain to date.
Cornerstone Wealth Management, LLC XMHQ ($99.53) Holding Chart
Cornerstone Wealth Management, 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
