AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Sell |
292
-3
| -1% | -$115 | ﹤0.01% | 1857 |
|
|
2025
Q1 | $10.8K | Hold |
295
| – | – | ﹤0.01% | 1846 |
|
|
2024
Q4 | $10.7K | Buy |
+295
| New | +$10.7K | ﹤0.01% | 1832 |
|
|
2024
Q1 | – | Sell |
-16,060
| Closed | -$530K | – | 2020 |
|
|
2023
Q4 | $530K | Sell |
16,060
-19,933
| -55% | -$658K | ﹤0.01% | 1399 |
|
|
2023
Q3 | $1.14M | Buy |
35,993
+1,544
| +4% | +$48.9K | 0.01% | 1047 |
|
|
2023
Q2 | $1.08M | Buy |
34,449
+4,301
| +14% | +$135K | 0.01% | 1058 |
|
|
2023
Q1 | $914K | Buy |
+30,148
| New | +$914K | 0.01% | 1083 |
|