Carson Wealth (CWM LLC)’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $125K | Sell |
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|
2024
Q2 | $139K | Sell |
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $131K | Sell |
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|
2023
Q1 | $150K | Buy |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $97K | Buy |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $87K | Hold |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $87K | Hold |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $87K | Hold |
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|
2019
Q1 | $87K | Buy |
|