Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Sell |
20,298
-4,600
| -18% | -$189K | 0.08% | 254 |
|
|
2025
Q1 | $955K | Sell |
24,898
-1,093
| -4% | -$41.9K | 0.1% | 195 |
|
|
2024
Q4 | $1.02M | Buy |
25,991
+20,686
| +390% | +$814K | 0.11% | 188 |
|
|
2024
Q3 | $207K | Sell |
5,305
-2,841
| -35% | -$111K | 0.02% | 427 |
|
|
2024
Q2 | $313K | Sell |
8,146
-9,801
| -55% | -$376K | 0.04% | 328 |
|
|
2024
Q1 | $675K | Sell |
17,947
-9,412
| -34% | -$354K | 0.09% | 203 |
|
|
2023
Q4 | $995K | Buy |
+27,359
| New | +$995K | 0.16% | 112 |
|