Carson Wealth (CWM LLC)’s First Trust Long Duration Opportunities ETF LGOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Buy |
2,598
+1,254
| +93% | +$27K | ﹤0.01% | 3187 |
|
|
2025
Q1 | $29K | Sell |
1,344
-2,089
| -61% | -$45.1K | ﹤0.01% | 3412 |
|
|
2024
Q4 | $72K | Sell |
3,433
-3,506
| -51% | -$73.5K | ﹤0.01% | 2508 |
|
|
2024
Q3 | $155K | Buy |
+6,939
| New | +$155K | ﹤0.01% | 1897 |
|
|
2024
Q2 | – | Sell |
-2,303
| Closed | -$49K | – | 4767 |
|
|
2024
Q1 | $49K | Buy |
+2,303
| New | +$49K | ﹤0.01% | 2307 |
|