Crown Wealth Group’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
2024 Q1	–	Sell	-8,516	Closed	-$280K	–	120
2023 Q4	$280K	Sell	8,516 -1,691	-17%	-$55.6K	0.17%	65
2023 Q3	$323K	Sell	10,207 -2,112	-17%	-$66.8K	0.24%	47
2023 Q2	$388K	Buy	12,319 +2,540	+26%	+$79.9K	0.31%	39
2023 Q1	$297K	Buy	+9,779	New	+$297K	0.25%	48