Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50K | Sell |
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|
2025
Q2 | $64K | Sell |
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|
2025
Q1 | $75K | Sell |
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|
2024
Q4 | $110K | Hold |
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|
2024
Q3 | $121K | Sell |
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|
2024
Q2 | $116K | Sell |
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|
2024
Q1 | $154K | Sell |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $198K | Sell |
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|
2022
Q1 | $243K | Sell |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $392K | Hold |
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|
2020
Q3 | $392K | Hold |
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|
2020
Q2 | $392K | Hold |
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|
2020
Q1 | $392K | Hold |
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|
2019
Q4 | $392K | Hold |
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|
2019
Q3 | $392K | Hold |
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|
2019
Q2 | $392K | Hold |
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|
2019
Q1 | $392K | Buy |
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