Ownership history in Keystone Wealth Services, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (FMAY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Keystone Wealth Services, LLC underperformed the S&P 500 by β6.6% annually on this FMAY position. Timing score: 36% (4/11 decisions correct). Average cost basis: $39.84. Maximum drawdown during holding period: β3.3%.
β Significantly underperformed the S&P 500 by 6.6% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $34.37 (2022 Q2) Β· Worst: $50.03 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 7 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.