Carson Wealth (CWM LLC)
EQAL icon

Carson Wealth (CWM LLC)’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EQAL Stock Details EQAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed – – 4902
2024
Q2 		$0 Hold
2
– – ﹤0.01% 4673
2024
Q1 		$0 Hold
2
– – ﹤0.01% 4427
2023
Q4 		$0 Sell
2
-498
-100% -$20.2K ﹤0.01% 4231
2023
Q3 		$20K Hold
500
– – ﹤0.01% 2678
2023
Q2 		$21K Buy
500
+2
+0.4% +$81 ﹤0.01% 2597
2023
Q1 		$20K Buy
+498
New +$20.8K ﹤0.01% 2502

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GWM
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