Carson Wealth (CWM LLC)’s First Trust NASDAQ Technology Dividend Index Fund TDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.54M | Sell |
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|
2025
Q2 | $4.16M | Buy |
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|
2025
Q1 | $3.35M | Sell |
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|
2024
Q4 | $3.58M | Sell |
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|
2024
Q3 | $3.89M | Buy |
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|
2024
Q2 | $3.67M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.15M | Buy |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $2.35M | Sell |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.67M | Hold |
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|
2022
Q1 | $3.14M | Sell |
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|
2021
Q4 | $3.36M | Buy |
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|
2021
Q2 | $3.17M | Hold |
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|
2021
Q1 | $3.17M | Hold |
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|
2020
Q4 | $3.17M | Hold |
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|
2020
Q3 | $3.17M | Hold |
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|
2020
Q2 | $3.17M | Hold |
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|
2020
Q1 | $3.17M | Hold |
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|
2019
Q4 | $3.17M | Hold |
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|
2019
Q3 | $3.17M | Hold |
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|
2019
Q2 | $3.17M | Hold |
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|
2019
Q1 | $3.17M | Sell |
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|
2018
Q4 | $4.31M | Sell |
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|
2018
Q3 | $5.77M | Buy |
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|
2018
Q2 | $1.17M | Buy |
|