Crown Wealth Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,017
| Closed | -$649K | – | 118 |
|
|
2024
Q2 | $649K | Sell |
19,017
-838
| -4% | -$28.6K | 0.32% | 46 |
|
|
2024
Q1 | $662K | Sell |
19,855
-6,613
| -25% | -$221K | 0.34% | 41 |
|
|
2023
Q4 | $841K | Sell |
26,468
-962
| -4% | -$30.6K | 0.51% | 27 |
|
|
2023
Q3 | $813K | Hold |
27,430
| – | – | 0.61% | 28 |
|
|
2023
Q2 | $826K | Buy |
+27,430
| New | +$826K | 0.65% | 25 |
|