Bison Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $549K | Sell |
15,178
-300
| -2% | -$10.9K | 0.12% | 146 |
|
|
2024
Q3 | $549K | Sell |
15,478
-2,002
| -11% | -$71.1K | 0.09% | 222 |
|
|
2024
Q2 | $588K | Hold |
17,480
| – | – | 0.1% | 216 |
|
|
2024
Q1 | $588K | Buy |
17,480
+4,276
| +32% | +$144K | 0.1% | 216 |
|
|
2023
Q4 | $434K | Hold |
13,204
| – | – | 0.08% | 256 |
|
|
2023
Q3 | $418K | Hold |
13,204
| – | – | 0.08% | 246 |
|
|
2023
Q2 | $415K | Buy |
+13,204
| New | +$415K | 0.08% | 251 |
|