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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Sell |
3,021
-328
| -10% | -$12.6K | ﹤0.01% | 2028 |
|
|
2025
Q1 | $123K | Sell |
3,349
-102
| -3% | -$3.75K | ﹤0.01% | 1901 |
|
|
2024
Q4 | $125K | Sell |
3,451
-183
| -5% | -$6.63K | ﹤0.01% | 1867 |
|
|
2024
Q3 | $129K | Buy |
3,634
+102
| +3% | +$3.62K | ﹤0.01% | 1753 |
|
|
2024
Q2 | $122K | Hold |
3,532
| – | – | ﹤0.01% | 1684 |
|
|
2024
Q1 | $119K | Sell |
3,532
-65,886
| -95% | -$2.22M | ﹤0.01% | 1677 |
|
|
2023
Q4 | $2.28M | Sell |
69,418
-300
| -0.4% | -$9.86K | 0.03% | 469 |
|
|
2023
Q3 | $2.21M | Sell |
69,718
-100
| -0.1% | -$3.16K | 0.03% | 448 |
|
|
2023
Q2 | $2.2M | Buy |
69,818
+4,218
| +6% | +$133K | 0.03% | 454 |
|
|
2023
Q1 | $1.99M | Buy |
+65,600
| New | +$1.99M | 0.03% | 464 |
|