Crown Wealth Group’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
Q2 | $200K | Buy |
+5,385
| New | +$200K | 0.08% | 115 |
|
|
2025
Q1 | – | Sell |
-6,485
| Closed | -$230K | – | 125 |
|
|
2024
Q4 | $230K | Hold |
6,485
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $227K | Hold |
6,485
| – | – | 0.1% | 106 |
|
|
2024
Q2 | $220K | Sell |
6,485
-65
| -1% | -$2.2K | 0.11% | 97 |
|
|
2024
Q1 | $218K | Hold |
6,550
| – | – | 0.11% | 99 |
|
|
2023
Q4 | $210K | Sell |
6,550
-3,450
| -35% | -$111K | 0.13% | 89 |
|
|
2023
Q3 | $302K | Buy |
+10,000
| New | +$302K | 0.23% | 50 |
|