Carson Wealth (CWM LLC)’s Invesco Large Cap Growth ETF PWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.96M | Sell |
|
|||||
|
2025
Q2 | $7.75M | Sell |
|
|||||
|
2025
Q1 | $6.37M | Sell |
|
|||||
|
2024
Q4 | $6.82M | Sell |
|
|||||
|
2024
Q3 | $6.85M | Sell |
|
|||||
|
2024
Q2 | $6.76M | Sell |
|
|||||
|
2024
Q1 | $6.68M | Sell |
|
|||||
|
2023
Q4 | $5.88M | Buy |
|
|||||
|
2023
Q3 | $5.11M | Sell |
|
|||||
|
2023
Q2 | $5.45M | Sell |
|
|||||
|
2023
Q1 | $5.05M | Sell |
|
|||||
|
2022
Q4 | $4.8M | Sell |
|
|||||
|
2022
Q3 | $4.89M | Sell |
|
|||||
|
2022
Q2 | $5.45M | Sell |
|
|||||
|
2022
Q1 | $6.87M | Sell |
|
|||||
|
2021
Q4 | $8.01M | Buy |
|
|||||
|
2021
Q2 | $7.62M | Hold |
|
|||||
|
2021
Q1 | $7.62M | Hold |
|
|||||
|
2020
Q4 | $7.62M | Hold |
|
|||||
|
2020
Q3 | $7.62M | Hold |
|
|||||
|
2020
Q2 | $7.62M | Hold |
|
|||||
|
2020
Q1 | $7.62M | Hold |
|
|||||
|
2019
Q4 | $7.62M | Hold |
|
|||||
|
2019
Q3 | $7.62M | Hold |
|
|||||
|
2019
Q2 | $7.62M | Hold |
|
|||||
|
2019
Q1 | $7.62M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $4K | Buy |
|