Clear Creek Financial Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $629K | Sell |
14,836
-4,690
| -24% | -$199K | 0.06% | 311 |
|
2025
Q1 | $775K | Sell |
19,526
-1,936
| -9% | -$76.8K | 0.08% | 236 |
|
2024
Q4 | $870K | Buy |
+21,462
| New | +$870K | 0.09% | 212 |
|
2023
Q2 | – | Sell |
-31,800
| Closed | -$1.02M | – | 331 |
|
2023
Q1 | $1.02M | Buy |
31,800
+101
| +0.3% | +$3.23K | 0.19% | 95 |
|
2022
Q4 | $972K | Buy |
+31,699
| New | +$972K | 0.21% | 95 |
|