Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36K | Hold |
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|
2025
Q2 | $34K | Sell |
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|
2025
Q1 | $54K | Sell |
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|
2024
Q4 | $73K | Sell |
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|
2024
Q3 | $81K | Sell |
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|
2024
Q2 | $89K | Buy |
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|
2024
Q1 | $86K | Sell |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $39K | Buy |
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|
2023
Q2 | $5K | Hold |
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|
2023
Q1 | $5K | Hold |
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|
2022
Q4 | $5K | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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