KCFA
Key Client Fiduciary Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,104
| Closed | -$480K | – | 194 |
|
|
2023
Q4 | $480K | Buy |
14,104
+550
| +4% | +$18.7K | 0.28% | 88 |
|
|
2023
Q3 | $446K | Buy |
13,554
+3,450
| +34% | +$113K | 0.27% | 89 |
|
|
2023
Q2 | $330K | Hold |
10,104
| – | – | 0.19% | 116 |
|
|
2023
Q1 | $315K | Buy |
+10,104
| New | +$315K | 0.2% | 115 |
|