AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-212
| Closed | -$7.89K | – | 2191 |
|
|
2025
Q1 | $7.89K | Sell |
212
-438
| -67% | -$16.3K | ﹤0.01% | 1883 |
|
|
2024
Q4 | $24.4K | Buy |
+650
| New | +$24.4K | ﹤0.01% | 1686 |
|
|
2024
Q1 | – | Sell |
-8,891
| Closed | -$299K | – | 1480 |
|
|
2023
Q4 | $299K | Hold |
8,891
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q3 | $282K | Hold |
8,891
| – | – | ﹤0.01% | 1634 |
|
|
2023
Q2 | $283K | Buy |
8,891
+1,957
| +28% | +$62.2K | ﹤0.01% | 1630 |
|
|
2023
Q1 | $211K | Buy |
+6,934
| New | +$211K | ﹤0.01% | 1712 |
|