Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.4M | Sell |
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2025
Q2 | $12M | Sell |
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2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $4.34M | Sell |
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|
2024
Q3 | $4.51M | Sell |
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|
2024
Q2 | $4.45M | Sell |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $0 | Hold |
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|
2023
Q3 | $0 | Hold |
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|
2023
Q2 | $0 | Hold |
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|
2023
Q1 | $0 | Sell |
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|
2022
Q4 | $0 | Buy |
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