Brass Tax Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
6,438
| – | – | 0.05% | 197 |
|
|
2025
Q1 | $226K | Sell |
6,438
-92
| -1% | -$3.24K | 0.05% | 195 |
|
|
2024
Q4 | $235K | Sell |
6,530
-2,500
| -28% | -$90K | 0.05% | 184 |
|
|
2024
Q3 | $320K | Hold |
9,030
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $308K | Hold |
9,030
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $301K | Buy |
+9,030
| New | +$301K | 0.16% | 81 |
|