KWS
Keystone Wealth Services’s FT Vest US Small Cap Moderate Buffer ETF February SFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
20,541
-4,719
| -19% | -$101K | 0.11% | 185 |
|
|
2025
Q1 | $515K | Sell |
25,260
-678
| -3% | -$13.8K | 0.14% | 151 |
|
|
2024
Q4 | $558K | Sell |
25,938
-1,526
| -6% | -$32.8K | 0.15% | 138 |
|
|
2024
Q3 | $585K | Hold |
27,464
| – | – | 0.16% | 127 |
|
|
2024
Q2 | $552K | Buy |
+27,464
| New | +$552K | 0.17% | 125 |
|