Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF January DJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.2M | Buy |
54,639
+145
| +0.3% | +$5.85K | 0.21% | 112 |
|
2025
Q1 | $2.07M | Sell |
54,494
-1,202
| -2% | -$45.6K | 0.21% | 100 |
|
2024
Q4 | $2.18M | Sell |
55,696
-19,210
| -26% | -$751K | 0.24% | 96 |
|
2024
Q3 | $2.86M | Sell |
74,906
-24,172
| -24% | -$923K | 0.32% | 69 |
|
2024
Q2 | $3.68M | Buy |
99,078
+2,549
| +3% | +$94.7K | 0.45% | 45 |
|
2024
Q1 | $3.48M | Buy |
96,529
+31,162
| +48% | +$1.12M | 0.45% | 48 |
|
2023
Q4 | $2.26M | Buy |
65,367
+193
| +0.3% | +$6.67K | 0.36% | 60 |
|
2023
Q3 | $2.11M | Buy |
65,174
+3,319
| +5% | +$108K | 0.37% | 61 |
|
2023
Q2 | $2.02M | Buy |
61,855
+54,068
| +694% | +$1.77M | 0.35% | 65 |
|
2023
Q1 | $242K | Buy |
+7,787
| New | +$242K | 0.05% | 253 |
|