KWS
Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Hold |
15,046
| – | – | 0.15% | 158 |
|
|
2025
Q1 | $567K | Buy |
15,046
+6,351
| +73% | +$239K | 0.15% | 136 |
|
|
2024
Q4 | $336K | Hold |
8,695
| – | – | 0.09% | 192 |
|
|
2024
Q3 | $329K | Hold |
8,695
| – | – | 0.09% | 195 |
|
|
2024
Q2 | $321K | Hold |
8,695
| – | – | 0.1% | 170 |
|
|
2024
Q1 | $312K | Buy |
8,695
+1,050
| +14% | +$37.7K | 0.1% | 169 |
|
|
2023
Q4 | $264K | Hold |
7,645
| – | – | 0.09% | 182 |
|
|
2023
Q3 | $246K | Hold |
7,645
| – | – | 0.09% | 176 |
|
|
2023
Q2 | $249K | Buy |
+7,645
| New | +$249K | 0.09% | 176 |
|