Concourse Financial Group Securities’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 |
-3,702
| Closed | -$135K | – | 8535 |
|
|
2024
Q4 | $135K | Buy |
3,702
+10
| +0.3% | +$365 | 0.01% | 853 |
|
|
2024
Q3 | $131K | Hold |
3,692
| – | – | 0.01% | 862 |
|
|
2024
Q2 | $128K | Buy |
3,692
+874
| +31% | +$30.2K | 0.01% | 851 |
|
|
2024
Q1 | $94.7K | Hold |
2,818
| – | – | 0.01% | 935 |
|
|
2023
Q4 | $92.7K | Hold |
2,818
| – | – | 0.01% | 914 |
|
|
2023
Q3 | $89.2K | Sell |
2,818
-3,481
| -55% | -$110K | 0.01% | 892 |
|
|
2023
Q2 | $198K | Buy |
+6,299
| New | +$198K | 0.02% | 646 |
|