KWA
Kingswood Wealth Advisors’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
16,455
+4,127
| +33% | +$101K | 0.03% | 480 |
|
|
2025
Q1 | $280K | Hold |
12,328
| – | – | 0.03% | 572 |
|
|
2024
Q4 | $266K | Hold |
12,328
| – | – | 0.02% | 650 |
|
|
2024
Q3 | $282K | Buy |
+12,328
| New | +$282K | 0.02% | 587 |
|
|
2024
Q2 | – | Sell |
-13,578
| Closed | -$301K | – | 717 |
|
|
2024
Q1 | $301K | Buy |
+13,578
| New | +$301K | 0.03% | 479 |
|
|
2023
Q4 | – | Sell |
-11,639
| Closed | -$230K | – | 676 |
|
|
2023
Q3 | $230K | Buy |
+11,639
| New | +$230K | 0.04% | 363 |
|