Kingsview Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,496
| Closed | -$957K | – | 1115 |
|
|
2024
Q2 | $957K | Sell |
22,496
-362
| -2% | -$15.4K | 0.02% | 523 |
|
|
2024
Q1 | $942K | Buy |
22,858
+562
| +3% | +$23.2K | 0.02% | 513 |
|
|
2023
Q4 | $869K | Buy |
+22,296
| New | +$869K | 0.03% | 506 |
|
|
2021
Q4 | – | Sell |
-6,100
| Closed | -$204K | – | 913 |
|
|
2021
Q3 | $204K | Sell |
6,100
-8,109
| -57% | -$271K | 0.01% | 796 |
|
|
2021
Q2 | $473K | Sell |
14,209
-1,308
| -8% | -$43.5K | 0.02% | 567 |
|
|
2021
Q1 | $497K | Buy |
+15,517
| New | +$497K | 0.03% | 506 |
|