Carson Wealth (CWM LLC)’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-222
| Closed | -$9K | – | 5191 |
|
|
2025
Q1 | $9K | Buy |
+222
| New | +$9K | ﹤0.01% | 4153 |
|
|
2024
Q3 | – | Sell |
-395
| Closed | -$14K | – | 4955 |
|
|
2024
Q2 | $14K | Hold |
395
| – | – | ﹤0.01% | 3339 |
|
|
2024
Q1 | $14K | Buy |
+395
| New | +$14K | ﹤0.01% | 3131 |
|
|
2023
Q4 | – | Sell |
-170
| Closed | -$5K | – | 4299 |
|
|
2023
Q3 | $5K | Buy |
+170
| New | +$5K | ﹤0.01% | 3457 |
|