Carson Wealth (CWM LLC)’s Invesco Large Cap Value ETF PWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $139K | Sell |
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|
2025
Q2 | $149K | Buy |
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|
2025
Q1 | $142K | Buy |
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|
2024
Q4 | $134K | Buy |
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|
2024
Q3 | $15K | Buy |
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|
2024
Q2 | $14K | Buy |
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|
2024
Q1 | $15K | Buy |
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|
2023
Q4 | $13K | Buy |
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|
2023
Q3 | $12K | Buy |
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|
2023
Q2 | $12K | Sell |
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|
2023
Q1 | $19K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $77K | Hold |
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|
2018
Q2 | $73K | Hold |
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|
2018
Q1 | $75K | Sell |
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|
2017
Q4 | $120K | Hold |
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|
2017
Q3 | $115K | Hold |
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|
2017
Q2 | $112K | Hold |
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|
2017
Q1 | $109K | Hold |
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|
2016
Q4 | $104K | Buy |
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|
2016
Q3 | $57K | Buy |
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