Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
75
+45
| +150% | +$2.4K | ﹤0.01% | 4704 |
|
|
2025
Q1 | $1K | Sell |
30
-125
| -81% | -$4.17K | ﹤0.01% | 4969 |
|
|
2024
Q4 | $8K | Buy |
155
+125
| +417% | +$6.45K | ﹤0.01% | 4007 |
|
|
2024
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 4448 |
|
|
2024
Q2 | $1K | Sell |
30
-540
| -95% | -$18K | ﹤0.01% | 4465 |
|
|
2024
Q1 | $27K | Sell |
570
-270
| -32% | -$12.8K | ﹤0.01% | 2713 |
|
|
2023
Q4 | $36K | Buy |
840
+300
| +56% | +$12.9K | ﹤0.01% | 2375 |
|
|
2023
Q3 | $21K | Buy |
+540
| New | +$21K | ﹤0.01% | 2664 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1K | – | 4296 |
|
|
2022
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 3818 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$2K | – | 3195 |
|
|
2018
Q4 | $2K | Sell |
100
-295
| -75% | -$5.9K | ﹤0.01% | 1785 |
|
|
2018
Q3 | $10K | Buy |
+395
| New | +$10K | ﹤0.01% | 1153 |
|