Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Buy |
83,599
+11,940
| +17% | +$472K | 0.01% | 737 |
|
|
2025
Q1 | $2.7M | Buy |
71,659
+1,128
| +2% | +$42.5K | 0.01% | 728 |
|
|
2024
Q4 | $2.69M | Sell |
70,531
-38,993
| -36% | -$1.49M | 0.01% | 672 |
|
|
2024
Q3 | $4.09M | Sell |
109,524
-21,618
| -16% | -$807K | 0.02% | 489 |
|
|
2024
Q2 | $4.72M | Buy |
131,142
+75,175
| +134% | +$2.71M | 0.02% | 431 |
|
|
2024
Q1 | $1.95M | Buy |
55,967
+55,962
| +1,119,240% | +$1.95M | 0.01% | 622 |
|
|
2023
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 4207 |
|
|
2023
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 4233 |
|
|
2023
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 4210 |
|
|
2023
Q1 | $0 | Sell |
5
-9
| -64% | – | ﹤0.01% | 4096 |
|
|
2022
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 4010 |
|