Cary Street Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,718
| Closed | -$829K | – | 702 |
|
|
2023
Q4 | $829K | Buy |
22,718
+7,755
| +52% | +$283K | 0.04% | 342 |
|
|
2023
Q3 | $508K | Buy |
14,963
+14,863
| +14,863% | +$505K | 0.03% | 394 |
|
|
2023
Q2 | $3.47K | Hold |
100
| – | – | ﹤0.01% | 1496 |
|
|
2023
Q1 | $3.23K | Hold |
100
| – | – | ﹤0.01% | 1417 |
|
|
2022
Q4 | $3.09K | Buy |
+100
| New | +$3.09K | ﹤0.01% | 1429 |
|