CWM
Cornerstone Wealth Management’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
7,448
-782
| -10% | -$85.5K | 0.05% | 309 |
|
|
2025
Q1 | $862K | Sell |
8,230
-11,719
| -59% | -$1.23M | 0.06% | 269 |
|
|
2024
Q4 | $2.25M | Buy |
19,949
+1,038
| +5% | +$117K | 0.15% | 134 |
|
|
2024
Q3 | $2.21M | Buy |
18,911
+494
| +3% | +$57.8K | 0.16% | 133 |
|
|
2024
Q2 | $2.11M | Buy |
+18,417
| New | +$2.11M | 0.16% | 128 |
|