Guardian Wealth Advisors (North Carolina)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$27.2K | – | 526 |
|
|
2024
Q3 | $27.2K | Hold |
500
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $25.3K | Hold |
500
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $26.9K | Buy |
500
+151
| +43% | +$8.11K | ﹤0.01% | 350 |
|
|
2023
Q4 | $18K | Hold |
349
| – | – | ﹤0.01% | 356 |
|
|
2023
Q3 | $17.2K | Buy |
349
+300
| +612% | +$14.8K | ﹤0.01% | 339 |
|
|
2023
Q2 | $2.59K | Buy |
+49
| New | +$2.59K | ﹤0.01% | 384 |
|