BBPWM
Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
98,752
-108
| -0.1% | -$4.14K | 0.63% | 30 |
|
|
2025
Q1 | $3.63M | Sell |
98,860
-437
| -0.4% | -$16.1K | 0.69% | 26 |
|
|
2024
Q4 | $3.59M | Sell |
99,297
-3,543
| -3% | -$128K | 0.68% | 27 |
|
|
2024
Q3 | $3.65M | Sell |
102,840
-2,381
| -2% | -$84.5K | 0.7% | 25 |
|
|
2024
Q2 | $3.64M | Sell |
105,221
-1,532
| -1% | -$53K | 0.75% | 24 |
|
|
2024
Q1 | $3.59M | Sell |
106,753
-555
| -0.5% | -$18.7K | 0.77% | 23 |
|
|
2023
Q4 | $3.53M | Sell |
107,308
-725
| -0.7% | -$23.8K | 0.84% | 21 |
|
|
2023
Q3 | $3.42M | Sell |
108,033
-465
| -0.4% | -$14.7K | 0.92% | 17 |
|
|
2023
Q2 | $3.41M | Buy |
108,498
+58,797
| +118% | +$1.85M | 0.9% | 19 |
|
|
2023
Q1 | $1.51M | Buy |
+49,701
| New | +$1.51M | 0.45% | 33 |
|