Carson Wealth (CWM LLC)’s T. Rowe Price Equity Income ETF TEQI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.39M | Sell |
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|
2025
Q2 | $3.31M | Sell |
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|
2025
Q1 | $3.58M | Buy |
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|
2024
Q4 | $3.17M | Buy |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $154K | Sell |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $155K | Buy |
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|
2022
Q3 | $139K | Sell |
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|
2022
Q2 | $228K | Sell |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Buy |
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