Carson Wealth (CWM LLC)’s First Trust Nasdaq Food & Beverage ETF FTXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8K | Sell |
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|
2023
Q3 | $8.04M | Buy |
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|
2023
Q2 | $6.03M | Buy |
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|
2023
Q1 | $4.08M | Buy |
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|
2022
Q4 | $3.91M | Sell |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $38K | Hold |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $38K | Buy |
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