Insigneo 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 | $1.63M | Hold |
42,555
| – | – | 0.14% | 130 |
|
|
2025
Q1 | $1.56M | Hold |
42,555
| – | – | 0.16% | 121 |
|
|
2024
Q4 | $1.54M | Buy |
42,555
+150
| +0.4% | +$5.43K | 0.16% | 121 |
|
|
2024
Q3 | $1.5M | Hold |
42,405
| – | – | 0.15% | 137 |
|
|
2024
Q2 | $1.43M | Sell |
42,405
-1,050
| -2% | -$35.5K | 0.16% | 130 |
|
|
2024
Q1 | $1.46M | Sell |
43,455
-838
| -2% | -$28.2K | 0.17% | 115 |
|
|
2023
Q4 | $1.46M | Hold |
44,293
| – | – | 0.21% | 100 |
|
|
2023
Q3 | $1.4M | Hold |
44,293
| – | – | 0.29% | 70 |
|
|
2023
Q2 | $1.39M | Buy |
44,293
+955
| +2% | +$30K | 0.27% | 77 |
|
|
2023
Q1 | $1.31M | Buy |
+43,338
| New | +$1.31M | 0.42% | 51 |
|