Keystone Wealth Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
7,357
| – | – | 0.08% | 221 |
|
|
2025
Q1 | $301K | Hold |
7,357
| – | – | 0.08% | 208 |
|
|
2024
Q4 | $309K | Sell |
7,357
-1,648
| -18% | -$69.2K | 0.08% | 205 |
|
|
2024
Q3 | $373K | Sell |
9,005
-34
| -0.4% | -$1.41K | 0.1% | 175 |
|
|
2024
Q2 | $360K | Hold |
9,039
| – | – | 0.11% | 160 |
|
|
2024
Q1 | $350K | Buy |
9,039
+219
| +2% | +$8.47K | 0.11% | 158 |
|
|
2023
Q4 | $322K | Sell |
8,820
-20
| -0.2% | -$730 | 0.11% | 162 |
|
|
2023
Q3 | $300K | Buy |
+8,840
| New | +$300K | 0.11% | 161 |
|