Carson Wealth (CWM LLC)’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
|
|||||
|
2025
Q2 | $886K | Sell |
|
|||||
|
2025
Q1 | $1.04M | Buy |
|
|||||
|
2024
Q4 | $322K | Sell |
|
|||||
|
2024
Q3 | $364K | Buy |
|
|||||
|
2024
Q2 | $326K | Buy |
|
|||||
|
2024
Q1 | $290K | Buy |
|
|||||
|
2023
Q4 | $217K | Sell |
|
|||||
|
2023
Q3 | $237K | Buy |
|
|||||
|
2023
Q2 | $200K | Buy |
|
|||||
|
2023
Q1 | $28K | Hold |
|
|||||
|
2022
Q4 | $26K | Sell |
|
|||||
|
2022
Q3 | $35K | Buy |
|
|||||
|
2022
Q2 | $15K | Sell |
|
|||||
|
2022
Q1 | $46K | Sell |
|
|||||
|
2021
Q4 | $234K | Buy |
|
|||||
|
2021
Q2 | $47K | Hold |
|
|||||
|
2021
Q1 | $47K | Hold |
|
|||||
|
2020
Q4 | $47K | Hold |
|
|||||
|
2020
Q3 | $47K | Hold |
|
|||||
|
2020
Q2 | $47K | Hold |
|
|||||
|
2020
Q1 | $47K | Hold |
|
|||||
|
2019
Q4 | $47K | Hold |
|
|||||
|
2019
Q3 | $47K | Hold |
|
|||||
|
2019
Q2 | $47K | Hold |
|
|||||
|
2019
Q1 | $47K | Buy |
|
|||||
|
2018
Q4 | $10K | Buy |
|