Carson Wealth (CWM LLC)’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
4,507
| – | – | ﹤0.01% | 1596 |
|
|
2025
Q1 | $465K | Hold |
4,507
| – | – | ﹤0.01% | 1470 |
|
|
2024
Q4 | $461K | Hold |
4,507
| – | – | ﹤0.01% | 1411 |
|
|
2024
Q3 | $461K | Hold |
4,507
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q2 | $426K | Sell |
4,507
-9,567
| -68% | -$904K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $1.34M | Buy |
14,074
+493
| +4% | +$46.8K | 0.01% | 744 |
|
|
2023
Q4 | $1.19M | Buy |
+13,581
| New | +$1.19M | 0.01% | 729 |
|
|
2023
Q2 | – | Sell |
-624
| Closed | -$49K | – | 4224 |
|
|
2023
Q1 | $49K | Buy |
624
+4
| +0.6% | +$314 | ﹤0.01% | 1883 |
|
|
2022
Q4 | $46K | Hold |
620
| – | – | ﹤0.01% | 1787 |
|
|
2022
Q3 | $41K | Buy |
+620
| New | +$41K | ﹤0.01% | 1750 |
|