Capital Investment Advisory Services’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $176K | Hold |
4,457
| – | – | 0.01% | 579 |
|
2025
Q1 | $168K | Buy |
4,457
+960
| +27% | +$36.2K | 0.02% | 558 |
|
2024
Q4 | $133K | Hold |
3,497
| – | – | 0.01% | 529 |
|
2024
Q3 | $131K | Sell |
3,497
-3,762
| -52% | -$140K | 0.01% | 555 |
|
2024
Q2 | $261K | Sell |
7,259
-600
| -8% | -$21.6K | 0.03% | 422 |
|
2024
Q1 | $274K | Buy |
7,859
+6,662
| +557% | +$233K | 0.03% | 418 |
|
2023
Q4 | $40.5K | Buy |
1,197
+197
| +20% | +$6.67K | ﹤0.01% | 671 |
|
2023
Q3 | $32.2K | Hold |
1,000
| – | – | ﹤0.01% | 655 |
|
2023
Q2 | $32.3K | Hold |
1,000
| – | – | ﹤0.01% | 649 |
|
2023
Q1 | $30.9K | Buy |
+1,000
| New | +$30.9K | ﹤0.01% | 645 |
|