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