Carson Wealth (CWM LLC)’s First Trust Low Duration Strategic Focus ETF LDSF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
5,580
-41
| -0.7% | -$779 | ﹤0.01% | 2658 |
|
|
2025
Q1 | $106K | Sell |
5,621
-200
| -3% | -$3.77K | ﹤0.01% | 2379 |
|
|
2024
Q4 | $109K | Buy |
5,821
+3
| +0.1% | +$56 | ﹤0.01% | 2226 |
|
|
2024
Q3 | $111K | Sell |
5,818
-93
| -2% | -$1.77K | ﹤0.01% | 2139 |
|
|
2024
Q2 | $110K | Sell |
5,911
-389
| -6% | -$7.24K | ﹤0.01% | 1909 |
|
|
2024
Q1 | $118K | Buy |
6,300
+756
| +14% | +$14.2K | ﹤0.01% | 1779 |
|
|
2023
Q4 | $104K | Buy |
5,544
+7
| +0.1% | +$131 | ﹤0.01% | 1741 |
|
|
2023
Q3 | $102K | Sell |
5,537
-4,777
| -46% | -$88K | ﹤0.01% | 1616 |
|
|
2023
Q2 | $190K | Sell |
10,314
-34,937
| -77% | -$644K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $843K | Buy |
45,251
+40,264
| +807% | +$750K | 0.01% | 706 |
|
|
2022
Q4 | $92K | Hold |
4,987
| – | – | ﹤0.01% | 1414 |
|
|
2022
Q3 | $92K | Hold |
4,987
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q2 | $93K | Hold |
4,987
| – | – | ﹤0.01% | 1343 |
|
|
2022
Q1 | $97K | Hold |
4,987
| – | – | ﹤0.01% | 1335 |
|
|
2021
Q4 | $100K | Buy |
+4,987
| New | +$100K | ﹤0.01% | 1289 |
|