Crown Wealth Group’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,648
| Closed | -$208K | – | 121 |
|
|
2024
Q2 | $208K | Sell |
5,648
-677
| -11% | -$24.9K | 0.1% | 99 |
|
|
2024
Q1 | $229K | Sell |
6,325
-3,401
| -35% | -$123K | 0.12% | 95 |
|
|
2023
Q4 | $342K | Sell |
9,726
-1,470
| -13% | -$51.6K | 0.21% | 55 |
|
|
2023
Q3 | $371K | Hold |
11,196
| – | – | 0.28% | 45 |
|
|
2023
Q2 | $375K | Sell |
11,196
-7,410
| -40% | -$248K | 0.3% | 40 |
|
|
2023
Q1 | $598K | Sell |
18,606
-3,998
| -18% | -$128K | 0.5% | 28 |
|
|
2022
Q4 | $693K | Sell |
22,604
-31,454
| -58% | -$964K | 0.65% | 23 |
|
|
2022
Q3 | $1.57M | Sell |
54,058
-5,559
| -9% | -$162K | 1.61% | 15 |
|
|
2022
Q2 | $1.76M | Buy |
+59,617
| New | +$1.76M | 1.6% | 15 |
|