Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.68M | Sell |
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|
2025
Q2 | $4.59M | Buy |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $5.93M | Sell |
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|
2024
Q3 | $6.11M | Sell |
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|
2024
Q2 | $5.97M | Sell |
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|
2024
Q1 | $6.62M | Buy |
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|
2023
Q4 | $3M | Sell |
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|
2023
Q3 | $3.25M | Sell |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Buy |
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