Carson Wealth (CWM LLC)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | – | – | 4899 |
|
|
2024
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 4670 |
|
|
2024
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 4421 |
|
|
2023
Q4 | $0 | Sell |
2
-498
| -100% | – | ﹤0.01% | 4224 |
|
|
2023
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 2677 |
|
|
2023
Q2 | $21K | Buy |
500
+2
| +0.4% | +$84 | ﹤0.01% | 2594 |
|
|
2023
Q1 | $20K | Buy |
+498
| New | +$20K | ﹤0.01% | 2500 |
|