Carson Wealth (CWM LLC)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
2,887
+2
| +0.1% | +$209 | ﹤0.01% | 1866 |
|
|
2025
Q1 | $287K | Buy |
2,885
+1,096
| +61% | +$109K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $175K | Buy |
1,789
+512
| +40% | +$50.1K | ﹤0.01% | 1911 |
|
|
2024
Q3 | $125K | Sell |
1,277
-227
| -15% | -$22.2K | ﹤0.01% | 2052 |
|
|
2024
Q2 | $139K | Sell |
1,504
-266
| -15% | -$24.6K | ﹤0.01% | 1777 |
|
|
2024
Q1 | $166K | Buy |
1,770
+128
| +8% | +$12K | ﹤0.01% | 1600 |
|
|
2023
Q4 | $140K | Sell |
1,642
-89
| -5% | -$7.59K | ﹤0.01% | 1582 |
|
|
2023
Q3 | $135K | Buy |
1,731
+88
| +5% | +$6.86K | ﹤0.01% | 1474 |
|
|
2023
Q2 | $131K | Sell |
1,643
-332
| -17% | -$26.5K | ﹤0.01% | 1432 |
|
|
2023
Q1 | $150K | Buy |
1,975
+215
| +12% | +$16.3K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $130K | Sell |
1,760
-419
| -19% | -$30.9K | ﹤0.01% | 1265 |
|
|
2022
Q3 | $146K | Buy |
2,179
+794
| +57% | +$53.2K | ﹤0.01% | 1168 |
|
|
2022
Q2 | $97K | Buy |
1,385
+254
| +22% | +$17.8K | ﹤0.01% | 1329 |
|
|
2022
Q1 | $91K | Buy |
1,131
+97
| +9% | +$7.81K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $83K | Buy |
+1,034
| New | +$83K | ﹤0.01% | 1379 |
|
|
2021
Q2 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q1 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q4 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q3 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q2 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q1 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q4 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q3 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q2 | $87K | Hold |
1,182
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q1 | $87K | Buy |
+1,182
| New | +$87K | ﹤0.01% | 1186 |
|