Stonebridge Financial Planning Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
57,205
+3,104
| +6% | +$152K | 1.17% | 22 |
|
|
2025
Q1 | $2.73M | Buy |
54,101
+8,581
| +19% | +$434K | 1.25% | 20 |
|
|
2024
Q4 | $2.29M | Buy |
45,520
+5,832
| +15% | +$293K | 1.02% | 27 |
|
|
2024
Q3 | $2.16M | Buy |
39,688
+3,862
| +11% | +$210K | 1.03% | 26 |
|
|
2024
Q2 | $1.81M | Buy |
35,826
+8,819
| +33% | +$446K | 0.91% | 32 |
|
|
2024
Q1 | $1.45M | Buy |
27,007
+3,942
| +17% | +$212K | 0.77% | 39 |
|
|
2023
Q4 | $1.19M | Buy |
23,065
+13,075
| +131% | +$676K | 0.69% | 43 |
|
|
2023
Q3 | $493K | Buy |
+9,990
| New | +$493K | 0.32% | 78 |
|