Carson Wealth (CWM LLC)’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Hold |
107
| – | – | ﹤0.01% | 4198 |
|
|
2025
Q1 | $11K | Hold |
107
| – | – | ﹤0.01% | 4050 |
|
|
2024
Q4 | $12K | Hold |
107
| – | – | ﹤0.01% | 3754 |
|
|
2024
Q3 | $13K | Sell |
107
-676
| -86% | -$82.1K | ﹤0.01% | 3622 |
|
|
2024
Q2 | $90K | Hold |
783
| – | – | ﹤0.01% | 2030 |
|
|
2024
Q1 | $94K | Hold |
783
| – | – | ﹤0.01% | 1911 |
|
|
2023
Q4 | $77K | Hold |
783
| – | – | ﹤0.01% | 1905 |
|
|
2023
Q3 | $68K | Hold |
783
| – | – | ﹤0.01% | 1877 |
|
|
2023
Q2 | $71K | Hold |
783
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q1 | $68K | Buy |
783
+107
| +16% | +$9.29K | ﹤0.01% | 1699 |
|
|
2022
Q4 | $57K | Buy |
+676
| New | +$57K | ﹤0.01% | 1658 |
|