Crown Wealth Group’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,900
| Closed | -$307K | – | 126 |
|
|
2024
Q4 | $307K | Hold |
7,900
| – | – | 0.13% | 84 |
|
|
2024
Q3 | $303K | Sell |
7,900
-2,800
| -26% | -$107K | 0.13% | 85 |
|
|
2024
Q2 | $404K | Sell |
10,700
-200
| -2% | -$7.54K | 0.2% | 55 |
|
|
2024
Q1 | $404K | Hold |
10,900
| – | – | 0.21% | 58 |
|
|
2023
Q4 | $391K | Sell |
10,900
-600
| -5% | -$21.5K | 0.24% | 51 |
|
|
2023
Q3 | $390K | Buy |
+11,500
| New | +$390K | 0.29% | 40 |
|