PFA
Plotkin Financial Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,979
| Closed | -$210K | – | 77 |
|
|
2023
Q2 | $210K | Hold |
3,979
| – | – | 0.17% | 73 |
|
|
2023
Q1 | $205K | Sell |
3,979
-1,214
| -23% | -$62.4K | 0.19% | 70 |
|
|
2022
Q4 | $265K | Hold |
5,193
| – | – | 0.27% | 53 |
|
|
2022
Q3 | $237K | Sell |
5,193
-367
| -7% | -$16.7K | 0.24% | 58 |
|
|
2022
Q2 | $273K | Hold |
5,560
| – | – | 0.26% | 58 |
|
|
2022
Q1 | $305K | Hold |
5,560
| – | – | 0.21% | 61 |
|
|
2021
Q4 | $318K | Sell |
5,560
-3,213
| -37% | -$184K | 0.2% | 63 |
|
|
2021
Q3 | $455K | Sell |
8,773
-860
| -9% | -$44.6K | 0.27% | 59 |
|
|
2021
Q2 | $514K | Buy |
+9,633
| New | +$514K | 0.28% | 55 |
|