Iams Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
23,848
-19,398
| -45% | -$952K | 0.54% | 61 |
|
|
2025
Q1 | $2.18M | Buy |
43,246
+872
| +2% | +$44.1K | 1% | 34 |
|
|
2024
Q4 | $2.13M | Buy |
42,374
+2,712
| +7% | +$136K | 0.97% | 29 |
|
|
2024
Q3 | $2.16M | Buy |
39,662
+190
| +0.5% | +$10.4K | 1.06% | 21 |
|
|
2024
Q2 | $1.99M | Buy |
39,472
+35,430
| +877% | +$1.79M | 1.09% | 23 |
|
|
2024
Q1 | $209K | Buy |
+4,042
| New | +$209K | 0.13% | 114 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 135 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 90 |
|