Carson Wealth (CWM LLC)’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $86K | Sell |
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|
2025
Q2 | $101K | Buy |
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|
2025
Q1 | $81K | Buy |
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|
2024
Q4 | $76K | Buy |
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|
2024
Q3 | $66K | Hold |
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|
2024
Q2 | $59K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7K | Buy |
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|
2023
Q2 | $8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $47K | Buy |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $128K | Buy |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $52K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $52K | Hold |
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|
2020
Q1 | $52K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $52K | Hold |
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|
2019
Q1 | $52K | Buy |
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