B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $426K | Sell |
9,849
-500
| -5% | -$21.6K | 0.01% | 751 |
|
|
2024
Q3 | $436K | Sell |
10,349
-1,083
| -9% | -$45.6K | 0.01% | 791 |
|
|
2024
Q2 | $464K | Buy |
+11,432
| New | +$464K | 0.01% | 851 |
|
|
2023
Q2 | – | Sell |
-23,509
| Closed | -$790K | – | 1578 |
|
|
2023
Q1 | $790K | Sell |
23,509
-14,729
| -39% | -$495K | 0.02% | 624 |
|
|
2022
Q4 | $1.2M | Sell |
38,238
-500
| -1% | -$15.7K | 0.03% | 473 |
|
|
2022
Q3 | $1.14M | Buy |
+38,738
| New | +$1.14M | 0.03% | 468 |
|