Clear Creek Financial Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $444K | Sell |
10,000
-2,060
| -17% | -$91.5K | 0.04% | 368 |
|
2025
Q1 | $493K | Sell |
12,060
-2,453
| -17% | -$100K | 0.05% | 310 |
|
2024
Q4 | $609K | Sell |
14,513
-10,227
| -41% | -$429K | 0.07% | 262 |
|
2024
Q3 | $1.02M | Buy |
24,740
+4,795
| +24% | +$199K | 0.12% | 168 |
|
2024
Q2 | $794K | Sell |
19,945
-2,139
| -10% | -$85.1K | 0.1% | 189 |
|
2024
Q1 | $854K | Sell |
22,084
-2,504
| -10% | -$96.9K | 0.11% | 173 |
|
2023
Q4 | $897K | Buy |
24,588
+3,751
| +18% | +$137K | 0.14% | 127 |
|
2023
Q3 | $708K | Buy |
20,837
+1,846
| +10% | +$62.7K | 0.12% | 137 |
|
2023
Q2 | $659K | Buy |
18,991
+3,051
| +19% | +$106K | 0.11% | 145 |
|
2023
Q1 | $516K | Sell |
15,940
-7,632
| -32% | -$247K | 0.1% | 154 |
|
2022
Q4 | $729K | Buy |
23,572
+5
| +0% | +$155 | 0.16% | 121 |
|
2022
Q3 | $699K | Buy |
23,567
+1,291
| +6% | +$38.3K | 0.15% | 115 |
|
2022
Q2 | $683K | Buy |
22,276
+5,470
| +33% | +$168K | 0.14% | 128 |
|
2022
Q1 | $562K | Buy |
+16,806
| New | +$562K | 0.09% | 174 |
|