Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80
| Closed | -$5K | – | 4685 |
|
|
2023
Q4 | $5K | Sell |
80
-5
| -6% | -$313 | ﹤0.01% | 3534 |
|
|
2023
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 3591 |
|
|
2023
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 3553 |
|
|
2023
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 3415 |
|
|
2022
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 3214 |
|
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 3204 |
|
|
2022
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 3002 |
|
|
2022
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 2858 |
|
|
2021
Q4 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 2747 |
|