FSB Premier Wealth Management’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
Q2 | $204K | Buy |
+5,319
| New | +$204K | 0.07% | 206 |
|
|
2025
Q1 | – | Sell |
-5,828
| Closed | -$211K | – | 214 |
|
|
2024
Q4 | $211K | Sell |
5,828
-3,121
| -35% | -$113K | 0.08% | 199 |
|
|
2024
Q3 | $318K | Sell |
8,949
-294
| -3% | -$10.4K | 0.13% | 159 |
|
|
2024
Q2 | $320K | Hold |
9,243
| – | – | 0.14% | 140 |
|
|
2024
Q1 | $311K | Hold |
9,243
| – | – | 0.14% | 136 |
|
|
2023
Q4 | $304K | Sell |
9,243
-7,875
| -46% | -$259K | 0.15% | 126 |
|
|
2023
Q3 | $542K | Hold |
17,118
| – | – | 0.3% | 77 |
|
|
2023
Q2 | $539K | Buy |
17,118
+5,160
| +43% | +$162K | 0.29% | 76 |
|
|
2023
Q1 | $363K | Buy |
+11,958
| New | +$363K | 0.2% | 99 |
|