KWS
Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
33,780
-1,609
| -5% | -$61.6K | 0.31% | 78 |
|
|
2025
Q1 | $1.33M | Hold |
35,389
| – | – | 0.36% | 67 |
|
|
2024
Q4 | $1.33M | Hold |
35,389
| – | – | 0.35% | 68 |
|
|
2024
Q3 | $1.3M | Hold |
35,389
| – | – | 0.36% | 69 |
|
|
2024
Q2 | $1.26M | Hold |
35,389
| – | – | 0.39% | 66 |
|
|
2024
Q1 | $1.19M | Hold |
35,389
| – | – | 0.39% | 64 |
|
|
2023
Q4 | $1.16M | Buy |
35,389
+12,953
| +58% | +$424K | 0.4% | 64 |
|
|
2023
Q3 | $688K | Sell |
22,436
-269
| -1% | -$8.25K | 0.26% | 88 |
|
|
2023
Q2 | $705K | Buy |
+22,705
| New | +$705K | 0.26% | 87 |
|