ICA Group Wealth Management, LLC XMHQ Holdings History
ICA Group Wealth Management, LLC's Invesco S&P MidCap Quality ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 40,807.00 shares of Invesco S&P MidCap Quality ETF(XMHQ), totaling $3.96 Mil. This investment constitutes 2.38% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding Invesco S&P MidCap Quality ETF(XMHQ) stock.
The initial trade took place in 2023Q4. And since then ICA Group Wealth Management, LLC has made 2 purchases of XMHQ, at an average price of $82.94, for a total of 113,002.00 shares. In addition, there have been 1 sales at an average price of $104.84 for 72,195.00 shares. Based on historical transaction data and XMHQ's current price of $99.47, ICA Group Wealth Management, LLC's estimated gain on his XMHQ holdings is $2.26 Mil, reflecting a 24.07% gain to date.
ICA Group Wealth Management, LLC XMHQ ($99.47) Holding Chart
ICA Group Wealth Management, LLC XMHQ ($99.47) 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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