Carson Wealth (CWM LLC)’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $653K | Sell |
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|
2025
Q2 | $637K | Hold |
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|
2025
Q1 | $628K | Hold |
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|
2024
Q4 | $620K | Buy |
|
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|
2024
Q3 | $483K | Hold |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $408K | Hold |
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|
2023
Q4 | $381K | Buy |
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|
2023
Q3 | $24K | Sell |
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|
2023
Q2 | $51K | Buy |
|
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|
2023
Q1 | $24K | Hold |
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|
2022
Q4 | $23K | Sell |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $82K | Hold |
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|
2022
Q1 | $98K | Hold |
|
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|
2021
Q4 | $100K | Buy |
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|
2021
Q2 | $98K | Hold |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $98K | Hold |
|
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|
2020
Q1 | $98K | Hold |
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|
2019
Q4 | $98K | Hold |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $98K | Hold |
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|
2019
Q1 | $98K | Buy |
|