Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Sell |
83,406
-2,586
| -3% | -$108K | 0.01% | 716 |
|
|
2025
Q1 | $3.37M | Buy |
85,992
+28,344
| +49% | +$1.11M | 0.01% | 642 |
|
|
2024
Q4 | $2.31M | Buy |
57,648
+33,804
| +142% | +$1.36M | 0.01% | 730 |
|
|
2024
Q3 | $942K | Buy |
23,844
+1,069
| +5% | +$42.2K | ﹤0.01% | 1072 |
|
|
2024
Q2 | $877K | Sell |
22,775
-774
| -3% | -$29.8K | ﹤0.01% | 962 |
|
|
2024
Q1 | $882K | Sell |
23,549
-14,415
| -38% | -$540K | ﹤0.01% | 911 |
|
|
2023
Q4 | $1.36M | Buy |
+37,964
| New | +$1.36M | 0.01% | 685 |
|