CWS
Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,311
| Closed | -$560K | – | 262 |
|
|
2023
Q4 | $560K | Hold |
17,311
| – | – | 0.14% | 129 |
|
|
2023
Q3 | $525K | Sell |
17,311
-34,626
| -67% | -$1.05M | 0.15% | 128 |
|
|
2023
Q2 | $1.61M | Hold |
51,937
| – | – | 0.42% | 53 |
|
|
2023
Q1 | $1.54M | Hold |
51,937
| – | – | 0.45% | 50 |
|
|
2022
Q4 | $1.53M | Hold |
51,937
| – | – | 0.49% | 51 |
|
|
2022
Q3 | $1.5M | Hold |
51,937
| – | – | 0.51% | 47 |
|
|
2022
Q2 | $1.51M | Buy |
+51,937
| New | +$1.51M | 0.48% | 54 |
|