Carson Wealth (CWM LLC)’s First Trust/abrdn Emerging Opportunity Fund FEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,483
| Closed | -$13K | – | 4374 |
|
|
2022
Q3 | $13K | Buy |
1,483
+40
| +3% | +$351 | ﹤0.01% | 2539 |
|
|
2022
Q2 | $13K | Sell |
1,443
-197
| -12% | -$1.78K | ﹤0.01% | 2442 |
|
|
2022
Q1 | $17K | Buy |
1,640
+28
| +2% | +$290 | ﹤0.01% | 2202 |
|
|
2021
Q4 | $21K | Buy |
+1,612
| New | +$21K | ﹤0.01% | 1976 |
|
|
2021
Q2 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q1 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q4 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q3 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q2 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q1 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2019
Q4 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2019
Q3 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2019
Q2 | $27K | Hold |
1,784
| – | – | ﹤0.01% | 1664 |
|
|
2019
Q1 | $27K | Buy |
+1,784
| New | +$27K | ﹤0.01% | 1664 |
|