McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Hold |
18,730
| – | – | 0.04% | 176 |
|
|
2025
Q1 | $706K | Hold |
18,730
| – | – | 0.04% | 177 |
|
|
2024
Q4 | $715K | Hold |
18,730
| – | – | 0.04% | 173 |
|
|
2024
Q3 | $699K | Hold |
18,730
| – | – | 0.04% | 186 |
|
|
2024
Q2 | $674K | Hold |
18,730
| – | – | 0.04% | 181 |
|
|
2024
Q1 | $654K | Buy |
18,730
+7,230
| +63% | +$252K | 0.04% | 187 |
|
|
2023
Q4 | $389K | Hold |
11,500
| – | – | 0.03% | 226 |
|
|
2023
Q3 | $370K | Hold |
11,500
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $371K | Hold |
11,500
| – | – | 0.03% | 233 |
|
|
2023
Q1 | $355K | Buy |
+11,500
| New | +$355K | 0.03% | 237 |
|