McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $409K | Hold |
9,800
| – | – | 0.02% | 233 |
|
2025
Q1 | $384K | Hold |
9,800
| – | – | 0.02% | 237 |
|
2024
Q4 | $393K | Hold |
9,800
| – | – | 0.02% | 225 |
|
2024
Q3 | $387K | Hold |
9,800
| – | – | 0.02% | 229 |
|
2024
Q2 | $377K | Hold |
9,800
| – | – | 0.02% | 231 |
|
2024
Q1 | $367K | Hold |
9,800
| – | – | 0.02% | 235 |
|
2023
Q4 | $350K | Buy |
9,800
+1,400
| +17% | +$50.1K | 0.03% | 237 |
|
2023
Q3 | $282K | Hold |
8,400
| – | – | 0.02% | 252 |
|
2023
Q2 | $284K | Hold |
8,400
| – | – | 0.02% | 251 |
|
2023
Q1 | $269K | Hold |
8,400
| – | – | 0.02% | 257 |
|
2022
Q4 | $257K | Buy |
8,400
+800
| +11% | +$24.5K | 0.02% | 261 |
|
2022
Q3 | $228K | Hold |
7,600
| – | – | 0.02% | 262 |
|
2022
Q2 | $227K | Hold |
7,600
| – | – | 0.02% | 274 |
|
2022
Q1 | $245K | Hold |
7,600
| – | – | 0.02% | 261 |
|
2021
Q4 | $249K | Buy |
+7,600
| New | +$249K | 0.02% | 263 |
|