Carson Wealth (CWM LLC)’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Sell |
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|
2025
Q2 | $519K | Buy |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $698K | Sell |
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|
2022
Q4 | $958K | Buy |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $487K | Sell |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $592K | Buy |
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|
2021
Q2 | $624K | Hold |
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|
2021
Q1 | $624K | Hold |
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|
2020
Q4 | $624K | Hold |
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|
2020
Q3 | $624K | Hold |
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|
2020
Q2 | $624K | Hold |
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|
2020
Q1 | $624K | Hold |
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|
2019
Q4 | $624K | Hold |
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|
2019
Q3 | $624K | Hold |
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|
2019
Q2 | $624K | Hold |
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|
2019
Q1 | $624K | Buy |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $16K | Buy |
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