Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Real Estate ETF RSPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
61
+14
| +30% | +$459 | ﹤0.01% | 4917 |
|
|
2025
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 4801 |
|
|
2024
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 4601 |
|
|
2024
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 4449 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$3K | – | 4201 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 3352 |
|
|
2022
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3224 |
|