Carson Wealth (CWM LLC)’s First Trust Limited Duration Investment Grade Corporate ETF FSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Buy |
1,903
+929
| +95% | +$17.6K | ﹤0.01% | 3503 |
|
|
2025
Q1 | $18K | Sell |
974
-638
| -40% | -$11.8K | ﹤0.01% | 3742 |
|
|
2024
Q4 | $30K | Sell |
1,612
-1,040
| -39% | -$19.4K | ﹤0.01% | 3168 |
|
|
2024
Q3 | $51K | Sell |
2,652
-589
| -18% | -$11.3K | ﹤0.01% | 2669 |
|
|
2024
Q2 | $61K | Sell |
3,241
-164
| -5% | -$3.09K | ﹤0.01% | 2323 |
|
|
2024
Q1 | $64K | Buy |
+3,405
| New | +$64K | ﹤0.01% | 2139 |
|