Carson Wealth (CWM LLC)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.54M | Buy |
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|
2025
Q2 | $1.99M | Sell |
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|
2025
Q1 | $2.48M | Buy |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $90K | Sell |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $161K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $82K | Sell |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $136K | Buy |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $166K | Hold |
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|
2020
Q4 | $166K | Hold |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $166K | Hold |
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|
2020
Q1 | $166K | Hold |
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|
2019
Q4 | $166K | Hold |
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|
2019
Q3 | $166K | Hold |
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|
2019
Q2 | $166K | Hold |
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|
2019
Q1 | $166K | Sell |
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|
2018
Q4 | $24.1M | Buy |
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|
2018
Q3 | $35K | Sell |
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|
2018
Q2 | $45K | Sell |
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|
2018
Q1 | $65K | Sell |
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|
2017
Q4 | $23.4M | Sell |
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|
2017
Q3 | $24M | Sell |
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|
2017
Q2 | $25.2M | Buy |
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|
2017
Q1 | $21.9M | Buy |
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|
2016
Q4 | $21.3M | Buy |
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|
2016
Q3 | $19.7M | Buy |
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|
2016
Q2 | $13.4M | Buy |
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|
2016
Q1 | $4.58M | Sell |
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|
2015
Q4 | $5.03M | Buy |
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|
2015
Q3 | $4.42M | Buy |
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|
2015
Q2 | $4.95M | Buy |
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|
2015
Q1 | $4.49M | Sell |
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|
2014
Q4 | $5.39M | Buy |
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|
2014
Q3 | $4.58M | Buy |
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|
2014
Q2 | $2.99M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.17M | Buy |
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|
2013
Q3 | $172K | Buy |
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