Carson Wealth (CWM LLC)’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-325
Closed -$12K 4224
2022
Q3
$12K Sell
325
-398
-55% -$14.7K ﹤0.01% 2588
2022
Q2
$28K Sell
723
-115
-14% -$4.45K ﹤0.01% 1929
2022
Q1
$38K Sell
838
-842
-50% -$38.2K ﹤0.01% 1734
2021
Q4
$75K Buy
+1,680
New +$75K ﹤0.01% 1416