Cedar Brook Financial Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,290
| Closed | -$328K | – | 427 |
|
2024
Q1 | $328K | Sell |
9,290
-124
| -1% | -$4.37K | 0.06% | 295 |
|
2023
Q4 | $322K | Sell |
9,414
-583
| -6% | -$19.9K | 0.07% | 276 |
|
2023
Q3 | $329K | Hold |
9,997
| – | – | 0.09% | 235 |
|
2023
Q2 | $326K | Hold |
9,997
| – | – | 0.08% | 267 |
|
2023
Q1 | $312K | Buy |
9,997
+647
| +7% | +$20.2K | 0.08% | 263 |
|
2022
Q4 | $278K | Buy |
+9,350
| New | +$278K | 0.08% | 278 |
|