B.O.S.S. Retirement Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-24,732
| Closed | -$876K | – | 233 |
|
2024
Q3 | $876K | Buy |
24,732
+7,328
| +42% | +$260K | 0.18% | 128 |
|
2024
Q2 | $594K | Buy |
+17,404
| New | +$594K | 0.15% | 125 |
|
2023
Q4 | – | Sell |
-22,454
| Closed | -$665K | – | 253 |
|
2023
Q3 | $665K | Buy |
22,454
+656
| +3% | +$19.4K | 0.14% | 174 |
|
2023
Q2 | $657K | Buy |
+21,798
| New | +$657K | 0.14% | 176 |
|