Carson Wealth (CWM LLC)’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16K | Hold |
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|
2025
Q2 | $16K | Hold |
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|
2025
Q1 | $16K | Hold |
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|
2024
Q4 | $16K | Hold |
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|
2024
Q3 | $17K | Sell |
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|
2024
Q2 | $33K | Hold |
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|
2024
Q1 | $33K | Hold |
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|
2023
Q4 | $34K | Sell |
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|
2023
Q3 | $70K | Buy |
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|
2023
Q2 | $40K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Buy |
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