Carson Wealth (CWM LLC)’s Invesco S&P 500 GARP ETF SPGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $16K | Buy |
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|
2023
Q3 | $11K | Sell |
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|
2023
Q2 | $21K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $10K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $97K | Buy |
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|
2021
Q2 | $99K | Hold |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $99K | Hold |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $99K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $99K | Hold |
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|
2019
Q3 | $99K | Hold |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Buy |
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