McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Hold |
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2025
Q2 | $1.21M | Hold |
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2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $943K | Hold |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $868K | Hold |
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|
2023
Q3 | $799K | Buy |
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|
2023
Q2 | $804K | Hold |
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|
2023
Q1 | $748K | Hold |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $580K | Buy |
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|
2022
Q2 | $535K | Hold |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $349K | Buy |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $333K | Hold |
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|
2020
Q4 | $323K | Buy |
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