AWM
Accel Wealth Management’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
41,431
-1,909
| -4% | -$57.9K | 0.42% | 64 |
|
|
2025
Q1 | $1.3M | Buy |
43,340
+9,954
| +30% | +$298K | 0.47% | 61 |
|
|
2024
Q4 | $1.01M | Buy |
33,386
+5,326
| +19% | +$160K | 0.38% | 67 |
|
|
2024
Q3 | $853K | Sell |
28,060
-1,740
| -6% | -$52.9K | 0.32% | 77 |
|
|
2024
Q2 | $907K | Buy |
29,800
+489
| +2% | +$14.9K | 0.36% | 72 |
|
|
2024
Q1 | $893K | Buy |
29,311
+10,761
| +58% | +$328K | 0.38% | 70 |
|
|
2023
Q4 | $560K | Buy |
+18,550
| New | +$560K | 0.28% | 89 |
|