HBW Advisory Services’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 | $346K | Sell |
9,035
-3,312
| -27% | -$127K | 0.04% | 291 |
|
2025
Q1 | $454K | Hold |
12,347
| – | – | 0.06% | 224 |
|
2024
Q4 | $447K | Sell |
12,347
-1,205
| -9% | -$43.6K | 0.05% | 222 |
|
2024
Q3 | $481K | Sell |
13,552
-1,410
| -9% | -$50K | 0.07% | 206 |
|
2024
Q2 | $517K | Buy |
+14,962
| New | +$517K | 0.09% | 189 |
|
2023
Q4 | – | Sell |
-6,511
| Closed | -$206K | – | 332 |
|
2023
Q3 | $206K | Sell |
6,511
-16,861
| -72% | -$533K | 0.04% | 264 |
|
2023
Q2 | $735K | Buy |
+23,372
| New | +$735K | 0.16% | 139 |
|