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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
9,609
+5,311
| +124% | +$207K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $160K | Buy |
4,298
+803
| +23% | +$29.9K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $131K | Hold |
3,495
| – | – | ﹤0.01% | 1839 |
|
|
2024
Q3 | $128K | Hold |
3,495
| – | – | ﹤0.01% | 1756 |
|
|
2024
Q2 | $124K | Buy |
3,495
+700
| +25% | +$24.8K | ﹤0.01% | 1672 |
|
|
2024
Q1 | $96.2K | Buy |
2,795
+1,200
| +75% | +$41.3K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $53.3K | Hold |
1,595
| – | – | ﹤0.01% | 1959 |
|
|
2023
Q3 | $50.5K | Hold |
1,595
| – | – | ﹤0.01% | 1904 |
|
|
2023
Q2 | $50.7K | Buy |
+1,595
| New | +$50.7K | ﹤0.01% | 1881 |
|