BWA
BlueChip Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $692K | Buy |
17,744
+6,954
| +64% | +$271K | 0.31% | 65 |
|
2025
Q1 | $397K | Hold |
10,790
| – | – | 0.19% | 95 |
|
2024
Q4 | $403K | Sell |
10,790
-1,190
| -10% | -$44.4K | 0.22% | 85 |
|
2024
Q3 | $438K | Hold |
11,980
| – | – | 0.23% | 89 |
|
2024
Q2 | $424K | Hold |
11,980
| – | – | 0.25% | 85 |
|
2024
Q1 | $413K | Buy |
+11,980
| New | +$413K | 0.27% | 74 |
|