Acorn Financial Advisory Services’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,875
| Closed | -$370K | – | 216 |
|
2024
Q3 | $370K | Hold |
13,875
| – | – | 0.07% | 137 |
|
2024
Q2 | $362K | Sell |
13,875
-1,418
| -9% | -$36.9K | 0.07% | 133 |
|
2024
Q1 | $380K | Sell |
15,293
-263
| -2% | -$6.53K | 0.07% | 132 |
|
2023
Q4 | $368K | Sell |
15,556
-473
| -3% | -$11.2K | 0.06% | 177 |
|
2023
Q3 | $363K | Sell |
16,029
-210
| -1% | -$4.75K | 0.06% | 172 |
|
2023
Q2 | $364K | Hold |
16,239
| – | – | 0.06% | 171 |
|
2023
Q1 | $337K | Buy |
+16,239
| New | +$337K | 0.07% | 166 |
|