Cary Street Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $739K | Buy |
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|
2024
Q2 | $666K | Hold |
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|
2024
Q1 | $655K | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $497K | Buy |
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