KWS
Keystone Wealth Services’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
7,040
+59
| +0.8% | +$1.79K | 0.05% | 265 |
|
|
2025
Q1 | $209K | Buy |
6,981
+39
| +0.6% | +$1.17K | 0.06% | 261 |
|
|
2024
Q4 | $209K | Buy |
6,942
+77
| +1% | +$2.32K | 0.06% | 247 |
|
|
2024
Q3 | $209K | Sell |
6,865
-624
| -8% | -$19K | 0.06% | 243 |
|
|
2024
Q2 | $228K | Buy |
7,489
+67
| +0.9% | +$2.04K | 0.07% | 212 |
|
|
2024
Q1 | $226K | Buy |
7,422
+44
| +0.6% | +$1.34K | 0.07% | 201 |
|
|
2023
Q4 | $223K | Buy |
+7,378
| New | +$223K | 0.08% | 200 |
|