Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,836
| Closed | -$535K | – | 2220 |
|
|
2024
Q3 | $535K | Sell |
14,836
-5,719
| -28% | -$206K | ﹤0.01% | 1367 |
|
|
2024
Q2 | $714K | Sell |
20,555
-6,933
| -25% | -$241K | 0.01% | 1154 |
|
|
2024
Q1 | $931K | Sell |
27,488
-5,186
| -16% | -$176K | 0.01% | 781 |
|
|
2023
Q4 | $1.05M | Buy |
32,674
+1,647
| +5% | +$52.8K | 0.01% | 692 |
|
|
2023
Q3 | $929K | Buy |
+31,027
| New | +$929K | 0.01% | 722 |
|