Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $117K | Sell |
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2025
Q2 | $116K | Sell |
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2025
Q1 | $123K | Sell |
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|
2024
Q4 | $125K | Sell |
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|
2024
Q3 | $129K | Buy |
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|
2024
Q2 | $122K | Hold |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $2.28M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $1.99M | Buy |
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