Carson Wealth (CWM LLC)’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Buy |
|
|||||
|
2025
Q2 | $438K | Hold |
|
|||||
|
2025
Q1 | $367K | Sell |
|
|||||
|
2024
Q4 | $409K | Buy |
|
|||||
|
2024
Q3 | $395K | Sell |
|
|||||
|
2024
Q2 | $421K | Buy |
|
|||||
|
2024
Q1 | $245K | Hold |
|
|||||
|
2023
Q4 | $228K | Sell |
|
|||||
|
2023
Q3 | $203K | Buy |
|
|||||
|
2023
Q2 | $210K | Sell |
|
|||||
|
2023
Q1 | $236K | Sell |
|
|||||
|
2022
Q4 | $232K | Sell |
|
|||||
|
2022
Q3 | $244K | Sell |
|
|||||
|
2022
Q2 | $311K | Sell |
|
|||||
|
2022
Q1 | $507K | Sell |
|
|||||
|
2021
Q4 | $720K | Buy |
|
|||||
|
2021
Q2 | $572K | Hold |
|
|||||
|
2021
Q1 | $572K | Hold |
|
|||||
|
2020
Q4 | $572K | Hold |
|
|||||
|
2020
Q3 | $572K | Hold |
|
|||||
|
2020
Q2 | $572K | Hold |
|
|||||
|
2020
Q1 | $572K | Hold |
|
|||||
|
2019
Q4 | $572K | Hold |
|
|||||
|
2019
Q3 | $572K | Hold |
|
|||||
|
2019
Q2 | $572K | Hold |
|
|||||
|
2019
Q1 | $572K | Buy |
|