McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $936K | Hold |
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|
2024
Q4 | $961K | Buy |
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|
2024
Q3 | $931K | Hold |
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|
2024
Q2 | $916K | Hold |
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|
2024
Q1 | $898K | Buy |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $826K | Hold |
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|
2023
Q2 | $833K | Hold |
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|
2023
Q1 | $783K | Hold |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $414K | Hold |
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|
2022
Q1 | $447K | Hold |
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|
2021
Q4 | $452K | Hold |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $423K | Buy |
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