Carson Wealth (CWM LLC)’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181K | Hold |
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|
2025
Q2 | $170K | Sell |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $186K | Buy |
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|
2024
Q3 | $152K | Sell |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $144K | Hold |
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|
2023
Q3 | $131K | Sell |
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|
2023
Q2 | $153K | Sell |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q2 | $508K | Hold |
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|
2021
Q1 | $508K | Hold |
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|
2020
Q4 | $508K | Hold |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $508K | Hold |
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|
2020
Q1 | $508K | Hold |
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|
2019
Q4 | $508K | Hold |
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|
2019
Q3 | $508K | Hold |
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|
2019
Q2 | $508K | Hold |
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|
2019
Q1 | $508K | Buy |
|