Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Hold |
457
| – | – | ﹤0.01% | 2967 |
|
|
2025
Q1 | $17.2K | Sell |
457
-132
| -22% | -$4.97K | ﹤0.01% | 2875 |
|
|
2024
Q4 | $22.5K | Hold |
589
| – | – | ﹤0.01% | 2729 |
|
|
2024
Q3 | $22K | Sell |
589
-357
| -38% | -$13.3K | ﹤0.01% | 2622 |
|
|
2024
Q2 | $34.1K | Sell |
946
-80
| -8% | -$2.88K | ﹤0.01% | 2284 |
|
|
2024
Q1 | $35.8K | Sell |
1,026
-133
| -11% | -$4.64K | ﹤0.01% | 2266 |
|
|
2023
Q4 | $39.2K | Sell |
1,159
-3,100
| -73% | -$105K | ﹤0.01% | 2099 |
|
|
2023
Q3 | $137K | Sell |
4,259
-126
| -3% | -$4.05K | ﹤0.01% | 1428 |
|
|
2023
Q2 | $142K | Sell |
4,385
-15,738
| -78% | -$508K | ﹤0.01% | 1422 |
|
|
2023
Q1 | $621K | Sell |
20,123
-12,194
| -38% | -$377K | 0.01% | 846 |
|
|
2022
Q4 | $975K | Buy |
32,317
+16,856
| +109% | +$508K | 0.02% | 670 |
|
|
2022
Q3 | $454K | Buy |
15,461
+7,581
| +96% | +$223K | 0.01% | 885 |
|
|
2022
Q2 | $234K | Buy |
7,880
+3,230
| +69% | +$95.9K | ﹤0.01% | 1147 |
|
|
2022
Q1 | $150K | Buy |
+4,650
| New | +$150K | ﹤0.01% | 1414 |
|