Carson Wealth (CWM LLC)’s Invesco Short Term Treasury ETF TBLL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5159 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5141 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$1K | – | 4932 |
|
|
2024
Q1 | $1K | Sell |
10
-332
| -97% | -$33.2K | ﹤0.01% | 4217 |
|
|
2023
Q4 | $36K | Hold |
342
| – | – | ﹤0.01% | 2380 |
|
|
2023
Q3 | $36K | Hold |
342
| – | – | ﹤0.01% | 2291 |
|
|
2023
Q2 | $36K | Hold |
342
| – | – | ﹤0.01% | 2237 |
|
|
2023
Q1 | $36K | Hold |
342
| – | – | ﹤0.01% | 2095 |
|
|
2022
Q4 | $36K | Hold |
342
| – | – | ﹤0.01% | 1959 |
|
|
2022
Q3 | $36K | Hold |
342
| – | – | ﹤0.01% | 1835 |
|
|
2022
Q2 | $36K | Buy |
342
+332
| +3,320% | +$34.9K | ﹤0.01% | 1783 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 3396 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 3362 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2020
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2019
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 2674 |
|
|
2019
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 2674 |
|