CWS
Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF August DAUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,557
| Closed | -$571K | – | 243 |
|
|
2023
Q2 | $571K | Hold |
16,557
| – | – | 0.15% | 121 |
|
|
2023
Q1 | $532K | Hold |
16,557
| – | – | 0.16% | 115 |
|
|
2022
Q4 | $515K | Hold |
16,557
| – | – | 0.17% | 115 |
|
|
2022
Q3 | $500K | Buy |
+16,557
| New | +$500K | 0.17% | 113 |
|