Carson Wealth (CWM LLC)’s Invesco PureBeta FTSE Developed ex-North America ETF PBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,321
| Closed | -$85K | – | 4559 |
|
|
2023
Q1 | $85K | Buy |
3,321
+1,553
| +88% | +$39.7K | ﹤0.01% | 1576 |
|
|
2022
Q4 | $43K | Hold |
1,768
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q3 | $36K | Hold |
1,768
| – | – | ﹤0.01% | 1839 |
|
|
2022
Q2 | $41K | Hold |
1,768
| – | – | ﹤0.01% | 1717 |
|
|
2022
Q1 | $48K | Buy |
+1,768
| New | +$48K | ﹤0.01% | 1631 |
|