McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
8,047
| – | – | 0.02% | 245 |
|
|
2025
Q1 | $339K | Buy |
+8,047
| New | +$339K | 0.02% | 248 |
|
|
2024
Q1 | – | Sell |
-5,929
| Closed | -$222K | – | 302 |
|
|
2023
Q4 | $222K | Hold |
5,929
| – | – | 0.02% | 283 |
|
|
2023
Q3 | $207K | Hold |
5,929
| – | – | 0.02% | 285 |
|
|
2023
Q2 | $210K | Buy |
+5,929
| New | +$210K | 0.02% | 287 |
|
|
2022
Q2 | – | Sell |
-5,929
| Closed | -$212K | – | 290 |
|
|
2022
Q1 | $212K | Hold |
5,929
| – | – | 0.02% | 279 |
|
|
2021
Q4 | $209K | Hold |
5,929
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $203K | Hold |
5,929
| – | – | 0.02% | 281 |
|
|
2021
Q2 | $203K | Buy |
+5,929
| New | +$203K | 0.02% | 279 |
|