Brass Tax Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
47,235
-900
| -2% | -$37K | 0.37% | 37 |
|
|
2025
Q1 | $1.85M | Sell |
48,135
-275
| -0.6% | -$10.6K | 0.39% | 38 |
|
|
2024
Q4 | $1.87M | Sell |
48,410
-380
| -0.8% | -$14.7K | 0.39% | 37 |
|
|
2024
Q3 | $1.86M | Hold |
48,790
| – | – | 0.4% | 37 |
|
|
2024
Q2 | $1.8M | Sell |
48,790
-3,000
| -6% | -$110K | 0.78% | 28 |
|
|
2024
Q1 | $1.88M | Buy |
+51,790
| New | +$1.88M | 0.98% | 21 |
|