Baker Tilly Wealth Management’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,703
| Closed | -$426K | – | 456 |
|
|
2023
Q4 | $426K | Hold |
17,703
| – | – | 0.07% | 318 |
|
|
2023
Q3 | $387K | Hold |
17,703
| – | – | 0.06% | 315 |
|
|
2023
Q2 | $394K | Hold |
17,703
| – | – | 0.04% | 397 |
|
|
2023
Q1 | $361K | Hold |
17,703
| – | – | 0.04% | 413 |
|
|
2022
Q4 | $313K | Buy |
17,703
+5,600
| +46% | +$98.9K | 0.04% | 423 |
|
|
2022
Q3 | $212K | Buy |
+12,103
| New | +$212K | 0.03% | 469 |
|