Carson Wealth (CWM LLC)’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-97
| Closed | -$2K | – | 5104 |
|
|
2024
Q3 | $2K | Hold |
97
| – | – | ﹤0.01% | 4446 |
|
|
2024
Q2 | $2K | Hold |
97
| – | – | ﹤0.01% | 4254 |
|
|
2024
Q1 | $2K | Hold |
97
| – | – | ﹤0.01% | 4024 |
|
|
2023
Q4 | $2K | Sell |
97
-9,301
| -99% | -$192K | ﹤0.01% | 3831 |
|
|
2023
Q3 | $233K | Buy |
+9,398
| New | +$233K | ﹤0.01% | 1248 |
|