Steward Partners Investment Advisory’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $241K | Sell |
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2025
Q3 | $352K | Sell |
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|
2025
Q2 | $374K | Buy |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $131K | Hold |
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|
2024
Q3 | $128K | Hold |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $96.2K | Buy |
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|
2023
Q4 | $53.3K | Hold |
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|
2023
Q3 | $50.5K | Hold |
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|
2023
Q2 | $50.7K | Buy |
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