LCWP
Legacy Capital Wealth Partners’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
165,480
-6,099
| -4% | -$153K | 0.95% | 19 |
|
|
2025
Q1 | $4.06M | Sell |
171,579
-25,786
| -13% | -$610K | 1% | 16 |
|
|
2024
Q4 | $4.45M | Sell |
197,365
-67,574
| -26% | -$1.52M | 1.1% | 16 |
|
|
2024
Q3 | $6.37M | Buy |
264,939
+69,842
| +36% | +$1.68M | 1.27% | 15 |
|
|
2024
Q2 | $4.52M | Buy |
+195,097
| New | +$4.52M | 1.15% | 17 |
|
|
2024
Q1 | – | Sell |
-231,737
| Closed | -$5.12M | – | 353 |
|
|
2023
Q4 | $5.12M | Buy |
+231,737
| New | +$5.12M | 1.45% | 15 |
|