Bison Wealth’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
2024
Q4
Sell
-3,857
Closed -$210K 379
2024
Q3
$210K Sell
3,857
-19,780
-84% -$1.08M 0.03% 392
2024
Q2
$1.27M Hold
23,637
0.21% 120
2024
Q1
$1.27M Buy
23,637
+245
+1% +$13.2K 0.21% 120
2023
Q4
$1.21M Buy
23,392
+1,020
+5% +$52.7K 0.21% 112
2023
Q3
$1.1M Buy
+22,372
New +$1.1M 0.21% 115