B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF May GMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $473K | Sell |
12,815
-9,500
| -43% | -$350K | 0.02% | 712 |
|
|
2024
Q3 | $806K | Sell |
22,315
-700
| -3% | -$25.3K | 0.02% | 561 |
|
|
2024
Q2 | $805K | Sell |
23,015
-11,865
| -34% | -$415K | 0.02% | 611 |
|
|
2024
Q1 | $1.08M | Buy |
34,880
+2,330
| +7% | +$71.9K | 0.03% | 503 |
|
|
2023
Q4 | $1.07M | Sell |
32,550
-2,330
| -7% | -$76.7K | 0.03% | 504 |
|
|
2023
Q3 | $1.08M | Sell |
34,880
-200
| -0.6% | -$6.17K | 0.03% | 503 |
|
|
2023
Q2 | $1.1M | Buy |
+35,080
| New | +$1.1M | 0.02% | 537 |
|