Carson Wealth (CWM LLC)’s Invesco International Dividend Achievers ETF PID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Buy |
127
+42
| +49% | +$992 | ﹤0.01% | 4793 |
|
|
2025
Q1 | $2K | Sell |
85
-867
| -91% | -$20.4K | ﹤0.01% | 4789 |
|
|
2024
Q4 | $17K | Hold |
952
| – | – | ﹤0.01% | 3546 |
|
|
2024
Q3 | $19K | Hold |
952
| – | – | ﹤0.01% | 3394 |
|
|
2024
Q2 | $17K | Buy |
952
+867
| +1,020% | +$15.5K | ﹤0.01% | 3228 |
|
|
2024
Q1 | $2K | Sell |
85
-1,553
| -95% | -$36.5K | ﹤0.01% | 4021 |
|
|
2023
Q4 | $30K | Hold |
1,638
| – | – | ﹤0.01% | 2517 |
|
|
2023
Q3 | $27K | Hold |
1,638
| – | – | ﹤0.01% | 2480 |
|
|
2023
Q2 | $30K | Hold |
1,638
| – | – | ﹤0.01% | 2372 |
|
|
2023
Q1 | $29K | Buy |
1,638
+1,553
| +1,827% | +$27.5K | ﹤0.01% | 2247 |
|
|
2022
Q4 | $1K | Sell |
85
-153
| -64% | -$1.8K | ﹤0.01% | 3797 |
|
|
2022
Q3 | $4K | Buy |
+238
| New | +$4K | ﹤0.01% | 3197 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$4K | – | 3165 |
|
|
2018
Q4 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 1597 |
|
|
2016
Q3 | – | Sell |
-900
| Closed | -$13K | – | 1041 |
|
|
2016
Q2 | $13K | Hold |
900
| – | – | ﹤0.01% | 523 |
|
|
2016
Q1 | $12K | Hold |
900
| – | – | ﹤0.01% | 500 |
|
|
2015
Q4 | $12K | Buy |
+900
| New | +$12K | ﹤0.01% | 445 |
|