Carson Wealth (CWM LLC)’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.47M | Buy |
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|
2025
Q2 | $2.82M | Buy |
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|
2025
Q1 | $1.38M | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $2.1M | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $123K | Buy |
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|
2022
Q4 | $30K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $31K | Buy |
|