Carson Wealth (CWM LLC)’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.42M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $670K | Buy |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $12K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $3K | Buy |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $57K | Buy |
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