Carson Wealth (CWM LLC)’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.86M | Sell |
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|
2025
Q2 | $7.63M | Sell |
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|
2025
Q1 | $7.09M | Buy |
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|
2024
Q4 | $7.47M | Sell |
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|
2024
Q3 | $7.91M | Sell |
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|
2024
Q2 | $7.36M | Sell |
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|
2024
Q1 | $7.54M | Sell |
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|
2023
Q4 | $7.11M | Buy |
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|
2023
Q3 | $6.27M | Sell |
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|
2023
Q2 | $6.63M | Buy |
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|
2023
Q1 | $6M | Buy |
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|
2022
Q4 | $5.55M | Sell |
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|
2022
Q3 | $5.35M | Sell |
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|
2022
Q2 | $5.65M | Buy |
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|
2022
Q1 | $6.71M | Buy |
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|
2021
Q4 | $7.67M | Buy |
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|
2021
Q2 | $7.31M | Hold |
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|
2021
Q1 | $7.31M | Hold |
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|
2020
Q4 | $7.31M | Hold |
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|
2020
Q3 | $7.31M | Hold |
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|
2020
Q2 | $7.31M | Hold |
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|
2020
Q1 | $7.31M | Hold |
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|
2019
Q4 | $7.31M | Hold |
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|
2019
Q3 | $7.31M | Hold |
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|
2019
Q2 | $7.31M | Hold |
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|
2019
Q1 | $7.31M | Buy |
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