Carson Wealth (CWM LLC)’s Invesco Building & Construction ETF PKB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 5048 |
|
|
2025
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 4956 |
|
|
2024
Q4 | $1K | Sell |
14
-142
| -91% | -$10.1K | ﹤0.01% | 4771 |
|
|
2024
Q3 | $12K | Buy |
156
+142
| +1,014% | +$10.9K | ﹤0.01% | 3686 |
|
|
2024
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 4449 |
|
|
2024
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 4182 |
|
|
2023
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 4004 |
|
|
2023
Q3 | $1K | Sell |
14
-86
| -86% | -$6.14K | ﹤0.01% | 4035 |
|
|
2023
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3455 |
|
|
2023
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 3309 |
|
|
2022
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 3312 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 3198 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 3111 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2937 |
|
|
2021
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2737 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2019
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2356 |
|
|
2019
Q1 | $5K | Sell |
100
-5,425
| -98% | -$271K | ﹤0.01% | 2356 |
|
|
2018
Q4 | $131K | Sell |
5,525
-15,692
| -74% | -$372K | ﹤0.01% | 678 |
|
|
2018
Q3 | $631K | Buy |
21,217
+13,707
| +183% | +$408K | 0.02% | 356 |
|
|
2018
Q2 | $229K | Buy |
+7,510
| New | +$229K | 0.01% | 403 |
|