Carson Wealth (CWM LLC)’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.53M | Buy |
|
|||||
|
2025
Q2 | $3.42M | Sell |
|
|||||
|
2025
Q1 | $3.71M | Sell |
|
|||||
|
2024
Q4 | $4.18M | Buy |
|
|||||
|
2024
Q3 | $4.3M | Sell |
|
|||||
|
2024
Q2 | $4.25M | Sell |
|
|||||
|
2024
Q1 | $4.69M | Sell |
|
|||||
|
2023
Q4 | $5.09M | Sell |
|
|||||
|
2023
Q3 | $6.23M | Sell |
|
|||||
|
2023
Q2 | $7.38M | Sell |
|
|||||
|
2023
Q1 | $9.52M | Buy |
|
|||||
|
2022
Q4 | $8.95M | Sell |
|
|||||
|
2022
Q3 | $10.6M | Sell |
|
|||||
|
2022
Q2 | $11.6M | Buy |
|
|||||
|
2022
Q1 | $12.3M | Buy |
|
|||||
|
2021
Q4 | $13.1M | Buy |
|
|||||
|
2021
Q2 | $13M | Hold |
|
|||||
|
2021
Q1 | $13M | Hold |
|
|||||
|
2020
Q4 | $13M | Hold |
|
|||||
|
2020
Q3 | $13M | Hold |
|
|||||
|
2020
Q2 | $13M | Hold |
|
|||||
|
2020
Q1 | $13M | Hold |
|
|||||
|
2019
Q4 | $13M | Hold |
|
|||||
|
2019
Q3 | $13M | Hold |
|
|||||
|
2019
Q2 | $13M | Hold |
|
|||||
|
2019
Q1 | $13M | Sell |
|
|||||
|
2018
Q4 | $21.5M | Buy |
|
|||||
|
2018
Q3 | $15M | Buy |
|
|||||
|
2018
Q2 | $8.79M | Buy |
|
|||||
|
2018
Q1 | $607K | Buy |
|
|||||
|
2017
Q4 | $4K | Buy |
|