Arkadios Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,572
| Closed | -$250K | – | 990 |
|
2024
Q3 | $250K | Sell |
6,572
-50
| -0.8% | -$1.9K | 0.01% | 774 |
|
2024
Q2 | $244K | Sell |
6,622
-26
| -0.4% | -$957 | 0.02% | 701 |
|
2024
Q1 | $241K | Sell |
6,648
-148
| -2% | -$5.36K | 0.02% | 601 |
|
2023
Q4 | $239K | Sell |
6,796
-2
| -0% | -$70 | 0.02% | 602 |
|
2023
Q3 | $225K | Sell |
6,798
-317
| -4% | -$10.5K | 0.02% | 584 |
|
2023
Q2 | $238K | Buy |
+7,115
| New | +$238K | 0.03% | 512 |
|