KMWM
Keudell/Morrison Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
53,678
+2,215
| +4% | +$70.4K | 0.38% | 50 |
|
|
2025
Q1 | $1.53M | Sell |
51,463
-38,094
| -43% | -$1.13M | 0.36% | 50 |
|
|
2024
Q4 | $2.73M | Buy |
89,557
+1,675
| +2% | +$51K | 0.71% | 28 |
|
|
2024
Q3 | $2.63M | Buy |
87,882
+17,228
| +24% | +$515K | 0.71% | 29 |
|
|
2024
Q2 | $2.04M | Buy |
+70,654
| New | +$2.04M | 0.6% | 37 |
|