KCFA
Key Client Fiduciary Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,695
| Closed | -$200K | – | 200 |
|
|
2024
Q2 | $200K | Sell |
7,695
-1,860
| -19% | -$48.5K | 0.1% | 176 |
|
|
2024
Q1 | $237K | Sell |
9,555
-12,185
| -56% | -$303K | 0.13% | 152 |
|
|
2023
Q4 | $514K | Buy |
21,740
+8,600
| +65% | +$203K | 0.3% | 81 |
|
|
2023
Q3 | $297K | Buy |
+13,140
| New | +$297K | 0.18% | 126 |
|