Baker Tilly Wealth Management’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,134
| Closed | -$593K | – | 457 |
|
|
2023
Q4 | $593K | Sell |
23,134
-600
| -3% | -$15.4K | 0.1% | 237 |
|
|
2023
Q3 | $570K | Hold |
23,734
| – | – | 0.09% | 227 |
|
|
2023
Q2 | $569K | Buy |
23,734
+13,734
| +137% | +$329K | 0.06% | 304 |
|
|
2023
Q1 | $222K | Hold |
10,000
| – | – | 0.02% | 506 |
|
|
2022
Q4 | $189K | Hold |
10,000
| – | – | 0.02% | 511 |
|
|
2022
Q3 | $188K | Buy |
+10,000
| New | +$188K | 0.03% | 482 |
|