Carson Wealth (CWM LLC)’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $119K | Hold |
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|
2025
Q2 | $117K | Sell |
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|
2025
Q1 | $136K | Sell |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $155K | Hold |
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|
2024
Q2 | $140K | Sell |
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|
2024
Q1 | $176K | Sell |
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|
2023
Q4 | $191K | Sell |
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|
2023
Q3 | $175K | Sell |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $111K | Buy |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $112K | Buy |
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|
2021
Q2 | $129K | Hold |
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|
2021
Q1 | $129K | Hold |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $129K | Hold |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $129K | Hold |
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|
2019
Q4 | $129K | Hold |
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|
2019
Q3 | $129K | Hold |
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|
2019
Q2 | $129K | Hold |
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|
2019
Q1 | $129K | Buy |
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