Carson Wealth (CWM LLC)’s First Trust Nasdaq Oil & Gas ETF FTXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.26M | Sell |
|
|||||
|
2025
Q2 | $1.22M | Sell |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.26M | Buy |
|
|||||
|
2024
Q3 | $1.19M | Sell |
|
|||||
|
2024
Q2 | $1.42M | Buy |
|
|||||
|
2024
Q1 | $1.44M | Buy |
|
|||||
|
2023
Q4 | $1.17M | Sell |
|
|||||
|
2023
Q3 | $1.26M | Sell |
|
|||||
|
2023
Q2 | $1.25M | Sell |
|
|||||
|
2023
Q1 | $1.55M | Sell |
|
|||||
|
2022
Q4 | $5.36M | Sell |
|
|||||
|
2022
Q3 | $13.2M | Buy |
|
|||||
|
2022
Q2 | $10.7M | Sell |
|
|||||
|
2022
Q1 | $17.4M | Buy |
|
|||||
|
2021
Q4 | $898K | Buy |
|
|||||
|
2021
Q2 | $909K | Hold |
|
|||||
|
2021
Q1 | $909K | Hold |
|
|||||
|
2020
Q4 | $909K | Hold |
|
|||||
|
2020
Q3 | $909K | Hold |
|
|||||
|
2020
Q2 | $909K | Hold |
|
|||||
|
2020
Q1 | $909K | Hold |
|
|||||
|
2019
Q4 | $909K | Hold |
|
|||||
|
2019
Q3 | $909K | Hold |
|
|||||
|
2019
Q2 | $909K | Hold |
|
|||||
|
2019
Q1 | $909K | Buy |
|