Blue Bell Private Wealth Management’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74K | Hold |
3,088
| – | – | 0.01% | 345 |
|
|
2025
Q1 | $72.4K | Sell |
3,088
-33
| -1% | -$774 | 0.01% | 330 |
|
|
2024
Q4 | $77.4K | Hold |
3,121
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $76.7K | Hold |
3,121
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $72.8K | Hold |
3,121
| – | – | 0.02% | 310 |
|
|
2024
Q1 | $71.6K | Hold |
3,121
| – | – | 0.02% | 302 |
|
|
2023
Q4 | $68.7K | Hold |
3,121
| – | – | 0.02% | 278 |
|
|
2023
Q3 | $63.5K | Buy |
+3,121
| New | +$63.5K | 0.02% | 241 |
|