Carson Wealth (CWM LLC)’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.4M | Buy |
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|
2025
Q2 | $3.86M | Sell |
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2025
Q1 | $3.62M | Sell |
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|
2024
Q4 | $3.93M | Sell |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.27M | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $21K | Hold |
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|
2023
Q1 | $20K | Hold |
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|
2022
Q4 | $19K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $20K | Buy |
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