Cypress Wealth Services’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,175
| Closed | -$325K | – | 288 |
|
|
2024
Q2 | $325K | Hold |
9,175
| – | – | 0.07% | 184 |
|
|
2024
Q1 | $316K | Sell |
9,175
-843
| -8% | -$29K | 0.07% | 190 |
|
|
2023
Q4 | $331K | Hold |
10,018
| – | – | 0.08% | 182 |
|
|
2023
Q3 | $309K | Hold |
10,018
| – | – | 0.09% | 182 |
|
|
2023
Q2 | $315K | Buy |
+10,018
| New | +$315K | 0.08% | 184 |
|