AE Wealth Management’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $791 | Sell |
31
-1,288
| -98% | -$32.9K | ﹤0.01% | 2087 |
|
2025
Q1 | $31.6K | Sell |
1,319
-1,090
| -45% | -$26.1K | ﹤0.01% | 1655 |
|
2024
Q4 | $54.9K | Buy |
+2,409
| New | +$54.9K | ﹤0.01% | 1544 |
|
2023
Q4 | – | Sell |
-245,076
| Closed | -$4.98M | – | 2196 |
|
2023
Q3 | $4.98M | Sell |
245,076
-27,196
| -10% | -$553K | 0.03% | 540 |
|
2023
Q2 | $5.78M | Buy |
272,272
+103,349
| +61% | +$2.19M | 0.03% | 499 |
|
2023
Q1 | $3.5M | Buy |
+168,923
| New | +$3.5M | 0.02% | 610 |
|