McKinley Carter Wealth Services’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $748K | Hold |
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|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $672K | Hold |
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|
2024
Q4 | $687K | Hold |
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|
2024
Q3 | $678K | Hold |
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|
2024
Q2 | $662K | Hold |
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|
2024
Q1 | $647K | Hold |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $577K | Hold |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $542K | Hold |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $260K | Buy |
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