Carson Wealth (CWM LLC)’s Invesco S&P Global Water Index ETF CGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $157K | Sell |
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|
2025
Q2 | $167K | Buy |
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|
2025
Q1 | $138K | Hold |
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|
2024
Q4 | $134K | Hold |
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|
2024
Q3 | $151K | Sell |
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|
2024
Q2 | $168K | Buy |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $142K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $87K | Buy |
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|
2022
Q4 | $68K | Hold |
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|
2022
Q3 | $60K | Buy |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $22K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Hold |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Buy |
|