Carson Wealth (CWM LLC)’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Sell |
1,131
-6,450
| -85% | -$228K | ﹤0.01% | 3444 |
|
|
2025
Q1 | $251K | Sell |
7,581
-250
| -3% | -$8.28K | ﹤0.01% | 1779 |
|
|
2024
Q4 | $264K | Buy |
7,831
+7,500
| +2,266% | +$253K | ﹤0.01% | 1665 |
|
|
2024
Q3 | $11K | Hold |
331
| – | – | ﹤0.01% | 3729 |
|
|
2024
Q2 | $11K | Hold |
331
| – | – | ﹤0.01% | 3480 |
|
|
2024
Q1 | $10K | Hold |
331
| – | – | ﹤0.01% | 3323 |
|
|
2023
Q4 | $10K | Buy |
+331
| New | +$10K | ﹤0.01% | 3170 |
|