Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
96,632
-2,023
| -2% | -$89.9K | 0.02% | 641 |
|
|
2025
Q1 | $4.04M | Sell |
98,655
-11,783
| -11% | -$482K | 0.02% | 588 |
|
|
2024
Q4 | $4.64M | Sell |
110,438
-18,600
| -14% | -$781K | 0.02% | 491 |
|
|
2024
Q3 | $5.34M | Buy |
129,038
+90,243
| +233% | +$3.74M | 0.02% | 427 |
|
|
2024
Q2 | $1.54M | Sell |
38,795
-1,479
| -4% | -$58.9K | 0.01% | 713 |
|
|
2024
Q1 | $1.56M | Sell |
40,274
-6,818
| -14% | -$264K | 0.01% | 692 |
|
|
2023
Q4 | $1.72M | Buy |
47,092
+35,503
| +306% | +$1.3M | 0.01% | 609 |
|
|
2023
Q3 | $394K | Buy |
+11,589
| New | +$394K | ﹤0.01% | 1051 |
|