KWS
Keystone Wealth Services’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
34,935
+2,678
| +8% | +$83K | 0.26% | 94 |
|
|
2025
Q1 | $913K | Sell |
32,257
-1,821
| -5% | -$51.5K | 0.25% | 96 |
|
|
2024
Q4 | $1.01M | Sell |
34,078
-16
| -0% | -$476 | 0.27% | 87 |
|
|
2024
Q3 | $976K | Hold |
34,094
| – | – | 0.27% | 90 |
|
|
2024
Q2 | $954K | Buy |
34,094
+20,543
| +152% | +$575K | 0.3% | 80 |
|
|
2024
Q1 | $359K | Buy |
13,551
+3,308
| +32% | +$87.7K | 0.12% | 155 |
|
|
2023
Q4 | $263K | Hold |
10,243
| – | – | 0.09% | 183 |
|
|
2023
Q3 | $246K | Buy |
+10,243
| New | +$246K | 0.09% | 177 |
|
|
2022
Q4 | – | Sell |
-11,857
| Closed | -$223K | – | 193 |
|
|
2022
Q3 | $223K | Sell |
11,857
-900
| -7% | -$16.9K | 0.11% | 147 |
|
|
2022
Q2 | $245K | Buy |
+12,757
| New | +$245K | 0.11% | 147 |
|