Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.25M | Sell |
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|
2025
Q2 | $5.16M | Sell |
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|
2025
Q1 | $5.06M | Buy |
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|
2024
Q4 | $4.44M | Sell |
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|
2024
Q3 | $8.17M | Sell |
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|
2024
Q2 | $8.41M | Sell |
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|
2024
Q1 | $8.47M | Buy |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $70K | Buy |
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|
2022
Q2 | $72K | Sell |
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|
2022
Q1 | $82K | Sell |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $78K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $78K | Hold |
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|
2020
Q1 | $78K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $78K | Buy |
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