MWS
Maxwell Wealth Strategies’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,923
| Closed | -$208K | – | 111 |
|
|
2024
Q3 | $208K | Sell |
3,923
-355
| -8% | -$18.9K | 0.09% | 105 |
|
|
2024
Q2 | $216K | Sell |
4,278
-159
| -4% | -$8.03K | 0.11% | 101 |
|
|
2024
Q1 | $225K | Sell |
4,437
-10,165
| -70% | -$515K | 0.11% | 97 |
|
|
2023
Q4 | $755K | Buy |
+14,602
| New | +$755K | 0.49% | 53 |
|