Schulz Wealth’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Hold |
24,225
| – | – | 0.89% | 22 |
|
2025
Q1 | $1.22M | Hold |
24,225
| – | – | 0.93% | 21 |
|
2024
Q4 | $1.22M | Hold |
24,225
| – | – | 0.93% | 20 |
|
2024
Q3 | $1.32M | Hold |
24,225
| – | – | 1.02% | 19 |
|
2024
Q2 | $1.22M | Hold |
24,225
| – | – | 1.04% | 19 |
|
2024
Q1 | $1.3M | Buy |
24,225
+9,725
| +67% | +$522K | 1.11% | 17 |
|
2023
Q4 | $749K | Buy |
+14,500
| New | +$749K | 0.72% | 25 |
|