KWS
Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
28,919
+19,135
| +196% | +$749K | 0.27% | 89 |
|
|
2025
Q1 | $355K | Sell |
9,784
-1,472
| -13% | -$53.4K | 0.1% | 186 |
|
|
2024
Q4 | $415K | Sell |
11,256
-80
| -0.7% | -$2.95K | 0.11% | 164 |
|
|
2024
Q3 | $411K | Sell |
11,336
-263
| -2% | -$9.53K | 0.11% | 164 |
|
|
2024
Q2 | $406K | Buy |
11,599
+3,470
| +43% | +$121K | 0.13% | 147 |
|
|
2024
Q1 | $276K | Sell |
8,129
-73
| -0.9% | -$2.48K | 0.09% | 177 |
|
|
2023
Q4 | $270K | Hold |
8,202
| – | – | 0.09% | 179 |
|
|
2023
Q3 | $253K | Buy |
8,202
+300
| +4% | +$9.26K | 0.1% | 173 |
|
|
2023
Q2 | $247K | Buy |
+7,902
| New | +$247K | 0.09% | 179 |
|