Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $606K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $639K | Sell |
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|
2025
Q2 | $610K | Hold |
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|
2025
Q1 | $567K | Hold |
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|
2024
Q4 | $578K | Hold |
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|
2024
Q3 | $568K | Buy |
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $283K | Buy |
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