Carson Wealth (CWM LLC)’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
239
| – | – | ﹤0.01% | 4561 |
|
|
2025
Q1 | $6K | Hold |
239
| – | – | ﹤0.01% | 4397 |
|
|
2024
Q4 | $6K | Hold |
239
| – | – | ﹤0.01% | 4146 |
|
|
2024
Q3 | $6K | Hold |
239
| – | – | ﹤0.01% | 4039 |
|
|
2024
Q2 | $6K | Hold |
239
| – | – | ﹤0.01% | 3807 |
|
|
2024
Q1 | $5K | Hold |
239
| – | – | ﹤0.01% | 3691 |
|
|
2023
Q4 | $5K | Hold |
239
| – | – | ﹤0.01% | 3540 |
|
|
2023
Q3 | $5K | Buy |
+239
| New | +$5K | ﹤0.01% | 3487 |
|