BCGM Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
8,100
| – | – | 0.09% | 130 |
|
|
2025
Q1 | $305K | Hold |
8,100
| – | – | 0.09% | 132 |
|
|
2024
Q4 | $313K | Sell |
8,100
-8,000
| -50% | -$309K | 0.1% | 127 |
|
|
2024
Q3 | $609K | Hold |
16,100
| – | – | 0.2% | 87 |
|
|
2024
Q2 | $594K | Hold |
16,100
| – | – | 0.21% | 87 |
|
|
2024
Q1 | $578K | Hold |
16,100
| – | – | 0.21% | 86 |
|
|
2023
Q4 | $555K | Hold |
16,100
| – | – | 0.23% | 73 |
|
|
2023
Q3 | $519K | Hold |
16,100
| – | – | 0.24% | 68 |
|
|
2023
Q2 | $524K | Hold |
16,100
| – | – | 0.23% | 69 |
|
|
2023
Q1 | $499K | Buy |
+16,100
| New | +$499K | 0.25% | 66 |
|