CWS
Cypress Wealth Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,163
| Closed | -$603K | – | 284 |
|
|
2024
Q2 | $603K | Hold |
15,163
| – | – | 0.13% | 119 |
|
|
2024
Q1 | $587K | Hold |
15,163
| – | – | 0.14% | 123 |
|
|
2023
Q4 | $553K | Hold |
15,163
| – | – | 0.14% | 133 |
|
|
2023
Q3 | $515K | Hold |
15,163
| – | – | 0.14% | 132 |
|
|
2023
Q2 | $530K | Hold |
15,163
| – | – | 0.14% | 132 |
|
|
2023
Q1 | $490K | Hold |
15,163
| – | – | 0.14% | 126 |
|
|
2022
Q4 | $469K | Hold |
15,163
| – | – | 0.15% | 125 |
|
|
2022
Q3 | $452K | Hold |
15,163
| – | – | 0.15% | 122 |
|
|
2022
Q2 | $465K | Hold |
15,163
| – | – | 0.15% | 119 |
|
|
2022
Q1 | $507K | Hold |
15,163
| – | – | 0.14% | 120 |
|
|
2021
Q4 | $511K | Hold |
15,163
| – | – | 0.14% | 111 |
|
|
2021
Q3 | $495K | Buy |
+15,163
| New | +$495K | 0.15% | 107 |
|