Carson Wealth (CWM LLC)’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Hold |
8,976
| – | – | ﹤0.01% | 1488 |
|
|
2025
Q1 | $628K | Hold |
8,976
| – | – | ﹤0.01% | 1366 |
|
|
2024
Q4 | $620K | Buy |
8,976
+2,248
| +33% | +$155K | ﹤0.01% | 1299 |
|
|
2024
Q3 | $483K | Hold |
6,728
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q2 | $441K | Buy |
6,728
+564
| +9% | +$37K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $408K | Hold |
6,164
| – | – | ﹤0.01% | 1209 |
|
|
2023
Q4 | $381K | Buy |
6,164
+5,739
| +1,350% | +$355K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $24K | Sell |
425
-447
| -51% | -$25.2K | ﹤0.01% | 2580 |
|
|
2023
Q2 | $51K | Buy |
872
+447
| +105% | +$26.1K | ﹤0.01% | 1976 |
|
|
2023
Q1 | $24K | Hold |
425
| – | – | ﹤0.01% | 2383 |
|
|
2022
Q4 | $23K | Sell |
425
-1,173
| -73% | -$63.5K | ﹤0.01% | 2274 |
|
|
2022
Q3 | $81K | Hold |
1,598
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q2 | $82K | Hold |
1,598
| – | – | ﹤0.01% | 1396 |
|
|
2022
Q1 | $98K | Hold |
1,598
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q4 | $100K | Buy |
+1,598
| New | +$100K | ﹤0.01% | 1292 |
|
|
2021
Q2 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q1 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q4 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q3 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q2 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q1 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q4 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q3 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q2 | $98K | Hold |
1,596
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q1 | $98K | Buy |
+1,596
| New | +$98K | ﹤0.01% | 1148 |
|