Concourse Financial Group Securities’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $224K | Hold |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $148K | Hold |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $142K | Hold |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $57.5K | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Buy |
|