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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23K | Hold |
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|
2025
Q2 | $22K | Hold |
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|
2025
Q1 | $21K | Hold |
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|
2024
Q4 | $21K | Hold |
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|
2024
Q3 | $22K | Hold |
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|
2024
Q2 | $20K | Hold |
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|
2024
Q1 | $21K | Hold |
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|
2023
Q4 | $19K | Hold |
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|
2023
Q3 | $17K | Hold |
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|
2023
Q2 | $18K | Hold |
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|
2023
Q1 | $18K | Sell |
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|
2022
Q4 | $22K | Buy |
|