Carson Wealth (CWM LLC)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
31,328
+4,365
| +16% | +$214K | 0.01% | 1047 |
|
|
2025
Q1 | $1.36M | Sell |
26,963
-960
| -3% | -$48.5K | 0.01% | 998 |
|
|
2024
Q4 | $1.4M | Buy |
27,923
+2,284
| +9% | +$115K | 0.01% | 925 |
|
|
2024
Q3 | $1.4M | Buy |
25,639
+2,084
| +9% | +$114K | 0.01% | 852 |
|
|
2024
Q2 | $1.19M | Buy |
23,555
+5,150
| +28% | +$260K | 0.01% | 813 |
|
|
2024
Q1 | $989K | Buy |
18,405
+9,232
| +101% | +$496K | ﹤0.01% | 856 |
|
|
2023
Q4 | $474K | Buy |
9,173
+6,863
| +297% | +$355K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $114K | Buy |
+2,310
| New | +$114K | ﹤0.01% | 1557 |
|