KWS
Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
33,499
| – | – | 0.32% | 77 |
|
|
2025
Q1 | $1.23M | Buy |
33,499
+7,692
| +30% | +$283K | 0.33% | 73 |
|
|
2024
Q4 | $964K | Sell |
25,807
-5
| -0% | -$187 | 0.26% | 95 |
|
|
2024
Q3 | $943K | Sell |
25,812
-1,100
| -4% | -$40.2K | 0.26% | 93 |
|
|
2024
Q2 | $954K | Hold |
26,912
| – | – | 0.3% | 81 |
|
|
2024
Q1 | $927K | Buy |
26,912
+1,300
| +5% | +$44.8K | 0.3% | 86 |
|
|
2023
Q4 | $846K | Hold |
25,612
| – | – | 0.29% | 83 |
|
|
2023
Q3 | $789K | Hold |
25,612
| – | – | 0.3% | 82 |
|
|
2023
Q2 | $799K | Buy |
+25,612
| New | +$799K | 0.3% | 79 |
|