Carson Wealth (CWM LLC)’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14K | Hold |
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|
2025
Q2 | $13K | Sell |
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|
2025
Q1 | $16K | Hold |
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|
2024
Q4 | $17K | Sell |
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|
2024
Q3 | $42K | Sell |
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|
2024
Q2 | $43K | Sell |
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|
2024
Q1 | $85K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $31K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $260K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $62K | Buy |
|