KWS
Keystone Wealth Services’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
41,846
-26
| -0.1% | -$763 | 0.3% | 82 |
|
|
2025
Q1 | $1.09M | Buy |
41,872
+745
| +2% | +$19.5K | 0.3% | 83 |
|
|
2024
Q4 | $1.13M | Sell |
41,127
-29
| -0.1% | -$799 | 0.3% | 79 |
|
|
2024
Q3 | $1.1M | Sell |
41,156
-1,044
| -2% | -$27.8K | 0.3% | 77 |
|
|
2024
Q2 | $1.1M | Sell |
42,200
-2,138
| -5% | -$55.7K | 0.34% | 71 |
|
|
2024
Q1 | $1.1M | Buy |
44,338
+16,898
| +62% | +$420K | 0.36% | 68 |
|
|
2023
Q4 | $649K | Buy |
27,440
+9,805
| +56% | +$232K | 0.22% | 99 |
|
|
2023
Q3 | $399K | Hold |
17,635
| – | – | 0.15% | 134 |
|
|
2023
Q2 | $395K | Hold |
17,635
| – | – | 0.15% | 133 |
|
|
2023
Q1 | $366K | Buy |
+17,635
| New | +$366K | 0.15% | 133 |
|