Brass Tax Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
20,341
-50
| -0.2% | -$1.95K | 0.15% | 73 |
|
|
2025
Q1 | $759K | Sell |
20,391
-2,800
| -12% | -$104K | 0.16% | 74 |
|
|
2024
Q4 | $869K | Sell |
23,191
-500
| -2% | -$18.7K | 0.18% | 58 |
|
|
2024
Q3 | $870K | Sell |
23,691
-600
| -2% | -$22K | 0.19% | 60 |
|
|
2024
Q2 | $861K | Hold |
24,291
| – | – | 0.37% | 40 |
|
|
2024
Q1 | $836K | Buy |
+24,291
| New | +$836K | 0.44% | 34 |
|