KWS
Keystone Wealth Services’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 | $2.57M | Sell |
80,877
-38,600
| -32% | -$1.23M | 0.62% | 36 |
|
|
2025
Q1 | $3.55M | Buy |
119,477
+64,781
| +118% | +$1.92M | 0.96% | 24 |
|
|
2024
Q4 | $1.67M | Buy |
54,696
+19,743
| +56% | +$602K | 0.44% | 51 |
|
|
2024
Q3 | $1.04M | Buy |
+34,953
| New | +$1.04M | 0.29% | 82 |
|