Keystone Wealth Services’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $583K | Hold |
15,903
| – | – | 0.14% | 161 |
|
2025
Q1 | $549K | Sell |
15,903
-25
| -0.2% | -$863 | 0.15% | 142 |
|
2024
Q4 | $558K | Hold |
15,928
| – | – | 0.15% | 137 |
|
2024
Q3 | $551K | Hold |
15,928
| – | – | 0.15% | 134 |
|
2024
Q2 | $538K | Hold |
15,928
| – | – | 0.17% | 128 |
|
2024
Q1 | $526K | Hold |
15,928
| – | – | 0.17% | 123 |
|
2023
Q4 | $503K | Buy |
+15,928
| New | +$503K | 0.17% | 122 |
|