Carson Wealth (CWM LLC)’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82K | Hold |
2,147
| – | – | ﹤0.01% | 2881 |
|
|
2025
Q1 | $81K | Buy |
2,147
+265
| +14% | +$10K | ﹤0.01% | 2591 |
|
|
2024
Q4 | $71K | Sell |
1,882
-16
| -0.8% | -$604 | ﹤0.01% | 2519 |
|
|
2024
Q3 | $70K | Hold |
1,898
| – | – | ﹤0.01% | 2433 |
|
|
2024
Q2 | $68K | Buy |
1,898
+702
| +59% | +$25.2K | ﹤0.01% | 2242 |
|
|
2024
Q1 | $40K | Sell |
1,196
-11
| -0.9% | -$368 | ﹤0.01% | 2447 |
|
|
2023
Q4 | $40K | Hold |
1,207
| – | – | ﹤0.01% | 2316 |
|
|
2023
Q3 | $37K | Sell |
1,207
-4
| -0.3% | -$123 | ﹤0.01% | 2266 |
|
|
2023
Q2 | $38K | Buy |
+1,211
| New | +$38K | ﹤0.01% | 2180 |
|