Atria Wealth Solutions’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
Q1 | – | Sell |
-8,943
| Closed | -$324K | – | 2073 |
|
2024
Q4 | $324K | Buy |
+8,943
| New | +$324K | ﹤0.01% | 1481 |
|
2024
Q1 | – | Sell |
-7,277
| Closed | -$239K | – | 2054 |
|
2023
Q4 | $239K | Sell |
7,277
-3,407
| -32% | -$112K | ﹤0.01% | 1650 |
|
2023
Q3 | $338K | Sell |
10,684
-29
| -0.3% | -$918 | ﹤0.01% | 1335 |
|
2023
Q2 | $337K | Buy |
10,713
+381
| +4% | +$12K | ﹤0.01% | 1361 |
|
2023
Q1 | $313K | Buy |
+10,332
| New | +$313K | ﹤0.01% | 1381 |
|