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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
24,416
| – | – | 0.06% | 166 |
|
|
2025
Q1 | $936K | Hold |
24,416
| – | – | 0.06% | 162 |
|
|
2024
Q4 | $961K | Buy |
24,416
+550
| +2% | +$21.7K | 0.06% | 161 |
|
|
2024
Q3 | $931K | Hold |
23,866
| – | – | 0.06% | 165 |
|
|
2024
Q2 | $916K | Hold |
23,866
| – | – | 0.06% | 164 |
|
|
2024
Q1 | $898K | Buy |
23,866
+2,000
| +9% | +$75.2K | 0.06% | 160 |
|
|
2023
Q4 | $795K | Sell |
21,866
-2,000
| -8% | -$72.7K | 0.06% | 163 |
|
|
2023
Q3 | $826K | Hold |
23,866
| – | – | 0.07% | 159 |
|
|
2023
Q2 | $833K | Hold |
23,866
| – | – | 0.06% | 162 |
|
|
2023
Q1 | $783K | Hold |
23,866
| – | – | 0.06% | 167 |
|
|
2022
Q4 | $747K | Buy |
23,866
+10,201
| +75% | +$319K | 0.06% | 166 |
|
|
2022
Q3 | $416K | Hold |
13,665
| – | – | 0.04% | 202 |
|
|
2022
Q2 | $414K | Hold |
13,665
| – | – | 0.04% | 213 |
|
|
2022
Q1 | $447K | Hold |
13,665
| – | – | 0.04% | 206 |
|
|
2021
Q4 | $452K | Hold |
13,665
| – | – | 0.03% | 200 |
|
|
2021
Q3 | $443K | Hold |
13,665
| – | – | 0.04% | 199 |
|
|
2021
Q2 | $440K | Hold |
13,665
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $431K | Hold |
13,665
| – | – | 0.04% | 204 |
|
|
2020
Q4 | $423K | Buy |
+13,665
| New | +$423K | 0.06% | 177 |
|