Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Hold |
38,465
| – | – | 0.36% | 64 |
|
|
2025
Q1 | $1.43M | Sell |
38,465
-1,700
| -4% | -$63.2K | 0.39% | 59 |
|
|
2024
Q4 | $1.5M | Hold |
40,165
| – | – | 0.4% | 58 |
|
|
2024
Q3 | $1.47M | Hold |
40,165
| – | – | 0.41% | 58 |
|
|
2024
Q2 | $1.42M | Buy |
40,165
+10,001
| +33% | +$354K | 0.44% | 54 |
|
|
2024
Q1 | $1.04M | Buy |
30,164
+2,403
| +9% | +$82.7K | 0.34% | 74 |
|
|
2023
Q4 | $927K | Hold |
27,761
| – | – | 0.32% | 75 |
|
|
2023
Q3 | $879K | Hold |
27,761
| – | – | 0.33% | 77 |
|
|
2023
Q2 | $883K | Buy |
+27,761
| New | +$883K | 0.33% | 72 |
|