Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
36,575
-5,261
| -13% | -$198K | 0.33% | 72 |
|
|
2025
Q1 | $1.47M | Hold |
41,836
| – | – | 0.4% | 56 |
|
|
2024
Q4 | $1.51M | Hold |
41,836
| – | – | 0.4% | 57 |
|
|
2024
Q3 | $1.48M | Buy |
41,836
+800
| +2% | +$28.3K | 0.41% | 57 |
|
|
2024
Q2 | $1.4M | Hold |
41,036
| – | – | 0.44% | 56 |
|
|
2024
Q1 | $1.37M | Sell |
41,036
-34
| -0.1% | -$1.13K | 0.44% | 54 |
|
|
2023
Q4 | $1.31M | Buy |
41,070
+1,660
| +4% | +$52.8K | 0.45% | 53 |
|
|
2023
Q3 | $1.17M | Buy |
39,410
+25,412
| +182% | +$753K | 0.44% | 54 |
|
|
2023
Q2 | $422K | Buy |
+13,998
| New | +$422K | 0.16% | 130 |
|