Independent Wealth Network’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
2024
Q1
Sell
-22,675
Closed -$746K 239
2023
Q4
$746K Sell
22,675
-347
-2% -$11.4K 0.39% 68
2023
Q3
$728K Sell
23,022
-230
-1% -$7.28K 0.45% 54
2023
Q2
$731K Buy
23,252
+15,726
+209% +$495K 0.44% 60
2023
Q1
$228K Buy
+7,526
New +$228K 0.15% 164