Carson Wealth (CWM LLC)’s First Trust Indxx NextG ETF NXTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.01M | Sell |
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|
2025
Q2 | $976K | Sell |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $870K | Sell |
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|
2024
Q2 | $857K | Buy |
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|
2024
Q1 | $829K | Buy |
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|
2023
Q4 | $800K | Hold |
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|
2023
Q3 | $707K | Hold |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $763K | Sell |
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|
2022
Q4 | $734K | Sell |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $821K | Buy |
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|
2022
Q1 | $959K | Hold |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q2 | $821K | Hold |
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|
2021
Q1 | $821K | Hold |
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|
2020
Q4 | $821K | Hold |
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|
2020
Q3 | $821K | Hold |
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|
2020
Q2 | $821K | Hold |
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|
2020
Q1 | $821K | Hold |
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|
2019
Q4 | $821K | Hold |
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|
2019
Q3 | $821K | Hold |
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|
2019
Q2 | $821K | Hold |
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|
2019
Q1 | $821K | Buy |
|