Carson Wealth (CWM LLC)’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $610K | Sell |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $519K | Hold |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $555K | Sell |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $565K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $499K | Buy |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $19K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $72K | Buy |
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