KWS
Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Hold |
15,768
| – | – | 0.15% | 157 |
|
|
2025
Q1 | $567K | Hold |
15,768
| – | – | 0.15% | 135 |
|
|
2024
Q4 | $578K | Hold |
15,768
| – | – | 0.15% | 132 |
|
|
2024
Q3 | $568K | Buy |
15,768
+6,334
| +67% | +$228K | 0.16% | 131 |
|
|
2024
Q2 | $328K | Hold |
9,434
| – | – | 0.1% | 166 |
|
|
2024
Q1 | $319K | Sell |
9,434
-2
| -0% | -$68 | 0.1% | 166 |
|
|
2023
Q4 | $303K | Hold |
9,436
| – | – | 0.1% | 168 |
|
|
2023
Q3 | $283K | Buy |
+9,436
| New | +$283K | 0.11% | 166 |
|