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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
6,186
| – | – | ﹤0.01% | 2014 |
|
|
2025
Q1 | $228K | Sell |
6,186
-1,233
| -17% | -$45.4K | ﹤0.01% | 1836 |
|
|
2024
Q4 | $277K | Sell |
7,419
-2,398
| -24% | -$89.5K | ﹤0.01% | 1641 |
|
|
2024
Q3 | $361K | Buy |
9,817
+2,043
| +26% | +$75.1K | ﹤0.01% | 1456 |
|
|
2024
Q2 | $280K | Sell |
7,774
-78
| -1% | -$2.81K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $277K | Hold |
7,852
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q4 | $267K | Hold |
7,852
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q3 | $258K | Sell |
7,852
-1,793
| -19% | -$58.9K | ﹤0.01% | 1208 |
|
|
2023
Q2 | $315K | Sell |
9,645
-15,219
| -61% | -$497K | ﹤0.01% | 1093 |
|
|
2023
Q1 | $776K | Buy |
+24,864
| New | +$776K | 0.01% | 736 |
|