Carson Wealth (CWM LLC)’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29K | Hold |
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|
2025
Q2 | $26K | Hold |
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|
2025
Q1 | $21K | Sell |
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|
2024
Q4 | $55K | Hold |
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|
2024
Q3 | $55K | Sell |
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|
2024
Q2 | $151K | Sell |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $131K | Buy |
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|
2023
Q3 | $84K | Buy |
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|
2023
Q2 | $69K | Sell |
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|
2023
Q1 | $66K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q2 | $123K | Hold |
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|
2021
Q1 | $123K | Hold |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $123K | Hold |
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|
2020
Q2 | $123K | Hold |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $123K | Hold |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $123K | Hold |
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|
2019
Q1 | $123K | Buy |
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