FWM
Foguth 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 | $216K | Sell |
5,647
-6,436
| -53% | -$246K | 0.05% | 129 |
|
2025
Q1 | $444K | Sell |
12,083
-383
| -3% | -$14.1K | 0.11% | 93 |
|
2024
Q4 | $455K | Sell |
12,466
-938
| -7% | -$34.3K | 0.12% | 88 |
|
2024
Q3 | $475K | Sell |
13,404
-4,161
| -24% | -$148K | 0.17% | 75 |
|
2024
Q2 | $607K | Buy |
17,565
+5,393
| +44% | +$186K | 0.27% | 59 |
|
2024
Q1 | $409K | Buy |
+12,172
| New | +$409K | 0.22% | 81 |
|