Avantax Planning Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
4,297
-438
| -9% | -$21.5K | 0.01% | 422 |
|
|
2025
Q1 | $239K | Hold |
4,735
| – | – | 0.01% | 378 |
|
|
2024
Q4 | $238K | Sell |
4,735
-219
| -4% | -$11K | 0.01% | 380 |
|
|
2024
Q3 | $270K | Buy |
4,954
+657
| +15% | +$35.8K | 0.01% | 352 |
|
|
2024
Q2 | $217K | Sell |
4,297
-291
| -6% | -$14.7K | 0.01% | 427 |
|
|
2024
Q1 | $246K | Buy |
+4,588
| New | +$246K | 0.01% | 401 |
|