Carson Wealth (CWM LLC)’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $211K | Sell |
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|
2025
Q2 | $400K | Buy |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $435K | Sell |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $425K | Sell |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $800K | Buy |
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|
2022
Q2 | $813K | Buy |
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|
2022
Q1 | $932K | Buy |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $87K | Hold |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $87K | Hold |
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|
2019
Q1 | $87K | Buy |
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|
2018
Q4 | $22K | Sell |
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|
2018
Q3 | $26K | Buy |
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