Carson Wealth (CWM LLC)’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72K | Sell |
1,398
-1,220
| -47% | -$62.8K | ﹤0.01% | 2991 |
|
|
2025
Q1 | $129K | Sell |
2,618
-209
| -7% | -$10.3K | ﹤0.01% | 2214 |
|
|
2024
Q4 | $140K | Hold |
2,827
| – | – | ﹤0.01% | 2062 |
|
|
2024
Q3 | $142K | Buy |
2,827
+938
| +50% | +$47.1K | ﹤0.01% | 1964 |
|
|
2024
Q2 | $90K | Buy |
+1,889
| New | +$90K | ﹤0.01% | 2032 |
|
|
2023
Q1 | – | Sell |
-4,216
| Closed | -$154K | – | 4178 |
|
|
2022
Q4 | $154K | Sell |
4,216
-5,797
| -58% | -$212K | ﹤0.01% | 1197 |
|
|
2022
Q3 | $332K | Buy |
+10,013
| New | +$332K | ﹤0.01% | 874 |
|