Carson Wealth (CWM LLC)’s Invesco Aerospace & Defense ETF PPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.77M | Buy |
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|
2025
Q2 | $2.6M | Buy |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $723K | Buy |
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|
2023
Q4 | $589K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $338K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q2 | $172K | Hold |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $172K | Hold |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $172K | Hold |
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|
2020
Q1 | $172K | Hold |
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|
2019
Q4 | $172K | Hold |
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|
2019
Q3 | $172K | Hold |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $107K | Sell |
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|
2018
Q3 | $166K | Buy |
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|
2018
Q2 | $115K | Buy |
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|
2018
Q1 | $119K | Sell |
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|
2017
Q4 | $194K | Hold |
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|
2017
Q3 | $185K | Buy |
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|
2017
Q2 | $156K | Buy |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $67K | Buy |
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|
2016
Q3 | $4K | Buy |
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