Carson Wealth (CWM LLC)’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $517K | Hold |
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|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $49K | Buy |
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|
2022
Q4 | $46K | Hold |
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|
2022
Q3 | $41K | Buy |
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