Concourse Financial Group Securities’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,859
| Closed | -$66.8K | – | 8519 |
|
2024
Q4 | $66.8K | Hold |
1,859
| – | – | ﹤0.01% | 1082 |
|
2024
Q3 | $64.9K | Buy |
1,859
+625
| +51% | +$21.8K | ﹤0.01% | 1082 |
|
2024
Q2 | $41.8K | Sell |
1,234
-12
| -1% | -$406 | ﹤0.01% | 1245 |
|
2024
Q1 | $41.4K | Sell |
1,246
-62
| -5% | -$2.06K | ﹤0.01% | 1263 |
|
2023
Q4 | $42K | Sell |
1,308
-13
| -1% | -$417 | ﹤0.01% | 1194 |
|
2023
Q3 | $39.8K | Buy |
+1,321
| New | +$39.8K | ﹤0.01% | 1162 |
|