Carson Wealth (CWM LLC)’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $248K | Hold |
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|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $776K | Buy |
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