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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
591
| – | – | ﹤0.01% | 4033 |
|
|
2025
Q1 | $16K | Hold |
591
| – | – | ﹤0.01% | 3825 |
|
|
2024
Q4 | $16K | Hold |
591
| – | – | ﹤0.01% | 3581 |
|
|
2024
Q3 | $17K | Sell |
591
-600
| -50% | -$17.3K | ﹤0.01% | 3455 |
|
|
2024
Q2 | $33K | Hold |
1,191
| – | – | ﹤0.01% | 2765 |
|
|
2024
Q1 | $33K | Hold |
1,191
| – | – | ﹤0.01% | 2572 |
|
|
2023
Q4 | $34K | Sell |
1,191
-1,406
| -54% | -$40.1K | ﹤0.01% | 2411 |
|
|
2023
Q3 | $70K | Buy |
2,597
+1,225
| +89% | +$33K | ﹤0.01% | 1861 |
|
|
2023
Q2 | $40K | Sell |
1,372
-3,554
| -72% | -$104K | ﹤0.01% | 2129 |
|
|
2023
Q1 | $148K | Buy |
4,926
+4,714
| +2,224% | +$142K | ﹤0.01% | 1320 |
|
|
2022
Q4 | $6K | Buy |
+212
| New | +$6K | ﹤0.01% | 3072 |
|
|
2022
Q3 | – | Sell |
-857
| Closed | -$27K | – | 4000 |
|
|
2022
Q2 | $27K | Buy |
+857
| New | +$27K | ﹤0.01% | 1941 |
|
|
2021
Q2 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2021
Q1 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2020
Q4 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2020
Q3 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2020
Q2 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2020
Q1 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q4 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q3 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q2 | $21K | Hold |
576
| – | – | ﹤0.01% | 1769 |
|
|
2019
Q1 | $21K | Buy |
+576
| New | +$21K | ﹤0.01% | 1769 |
|