Mutual Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
24,601
-100
| -0.4% | -$3.86K | 0.02% | 532 |
|
|
2025
Q1 | $901K | Sell |
24,701
-400
| -2% | -$14.6K | 0.03% | 482 |
|
|
2024
Q4 | $914K | Hold |
25,101
| – | – | 0.03% | 506 |
|
|
2024
Q3 | $894K | Hold |
25,101
| – | – | 0.03% | 519 |
|
|
2024
Q2 | $871K | Hold |
25,101
| – | – | 0.03% | 525 |
|
|
2024
Q1 | $844K | Sell |
25,101
-3,500
| -12% | -$118K | 0.03% | 527 |
|
|
2023
Q4 | $940K | Sell |
28,601
-1,000
| -3% | -$32.9K | 0.03% | 469 |
|
|
2023
Q3 | $937K | Hold |
29,601
| – | – | 0.04% | 441 |
|
|
2023
Q2 | $931K | Buy |
29,601
+13,630
| +85% | +$429K | 0.04% | 456 |
|
|
2023
Q1 | $484K | Buy |
+15,971
| New | +$484K | 0.02% | 635 |
|