Carson Wealth (CWM LLC)’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
7,849
| – | – | ﹤0.01% | 1832 |
|
|
2025
Q1 | $296K | Buy |
7,849
+1,072
| +16% | +$40.4K | ﹤0.01% | 1677 |
|
|
2024
Q4 | $262K | Hold |
6,777
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q3 | $257K | Sell |
6,777
-73
| -1% | -$2.77K | ﹤0.01% | 1627 |
|
|
2024
Q2 | $253K | Sell |
6,850
-23
| -0.3% | -$849 | ﹤0.01% | 1465 |
|
|
2024
Q1 | $247K | Buy |
+6,873
| New | +$247K | ﹤0.01% | 1414 |
|