Kingsview Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Hold |
7,569
| – | – | 0.01% | 928 |
|
|
2025
Q1 | $291K | Sell |
7,569
-6
| -0.1% | -$231 | 0.01% | 906 |
|
|
2024
Q4 | $293K | Sell |
7,575
-100
| -1% | -$3.86K | 0.01% | 908 |
|
|
2024
Q3 | $292K | Hold |
7,675
| – | – | 0.01% | 898 |
|
|
2024
Q2 | $283K | Buy |
7,675
+1,785
| +30% | +$65.7K | 0.01% | 860 |
|
|
2024
Q1 | $213K | Hold |
5,890
| – | – | 0.01% | 946 |
|
|
2023
Q4 | $207K | Buy |
+5,890
| New | +$207K | 0.01% | 893 |
|
|
2023
Q3 | – | Sell |
-6,150
| Closed | -$206K | – | 1016 |
|
|
2023
Q2 | $206K | Buy |
+6,150
| New | +$206K | 0.01% | 849 |
|