Carson Wealth (CWM LLC)’s Invesco S&P MidCap 400 GARP ETF GRPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13K | Hold |
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|
2025
Q2 | $12K | Hold |
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|
2025
Q1 | $11K | Hold |
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|
2024
Q4 | $12K | Hold |
|
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|
2024
Q3 | $13K | Sell |
|
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|
2024
Q2 | $90K | Hold |
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|
2024
Q1 | $94K | Hold |
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|
2023
Q4 | $77K | Hold |
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|
2023
Q3 | $68K | Hold |
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|
2023
Q2 | $71K | Hold |
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|
2023
Q1 | $68K | Buy |
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|
2022
Q4 | $57K | Buy |
|