Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.93M | Sell |
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|
2025
Q3 | $5.91M | Buy |
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|
2025
Q2 | $3.91M | Buy |
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|
2025
Q1 | $3.63M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.37M | Sell |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.45M | Hold |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.65M | Buy |
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|
2021
Q2 | $2.72M | Hold |
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|
2021
Q1 | $2.72M | Hold |
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|
2020
Q4 | $2.72M | Hold |
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|
2020
Q3 | $2.72M | Hold |
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|
2020
Q2 | $2.72M | Hold |
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|
2020
Q1 | $2.72M | Hold |
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|
2019
Q4 | $2.72M | Hold |
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|
2019
Q3 | $2.72M | Hold |
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|
2019
Q2 | $2.72M | Hold |
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|
2019
Q1 | $2.72M | Buy |
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