Bison Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $833K | Buy |
21,559
+1
| +0% | +$39 | 0.18% | 104 |
|
2024
Q3 | $820K | Sell |
21,558
-1,219
| -5% | -$46.4K | 0.13% | 161 |
|
2024
Q2 | $825K | Hold |
22,777
| – | – | 0.13% | 161 |
|
2024
Q1 | $825K | Buy |
22,777
+794
| +4% | +$28.8K | 0.13% | 161 |
|
2023
Q4 | $772K | Hold |
21,983
| – | – | 0.14% | 165 |
|
2023
Q3 | $728K | Sell |
21,983
-151
| -0.7% | -$5K | 0.14% | 156 |
|
2023
Q2 | $740K | Buy |
+22,134
| New | +$740K | 0.14% | 160 |
|