Carson Wealth (CWM LLC)’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Hold |
792
| – | – | ﹤0.01% | 3854 |
|
|
2025
Q1 | $21K | Hold |
792
| – | – | ﹤0.01% | 3644 |
|
|
2024
Q4 | $21K | Hold |
792
| – | – | ﹤0.01% | 3409 |
|
|
2024
Q3 | $22K | Hold |
792
| – | – | ﹤0.01% | 3302 |
|
|
2024
Q2 | $20K | Hold |
792
| – | – | ﹤0.01% | 3118 |
|
|
2024
Q1 | $21K | Hold |
792
| – | – | ﹤0.01% | 2884 |
|
|
2023
Q4 | $19K | Hold |
792
| – | – | ﹤0.01% | 2809 |
|
|
2023
Q3 | $17K | Hold |
792
| – | – | ﹤0.01% | 2799 |
|
|
2023
Q2 | $18K | Hold |
792
| – | – | ﹤0.01% | 2720 |
|
|
2023
Q1 | $18K | Sell |
792
-210
| -21% | -$4.77K | ﹤0.01% | 2584 |
|
|
2022
Q4 | $22K | Buy |
+1,002
| New | +$22K | ﹤0.01% | 2302 |
|