CWS
Cypress Wealth Services’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24,290
| Closed | -$643K | – | 296 |
|
|
2024
Q2 | $643K | Hold |
24,290
| – | – | 0.14% | 113 |
|
|
2024
Q1 | $620K | Hold |
24,290
| – | – | 0.14% | 118 |
|
|
2023
Q4 | $585K | Hold |
24,290
| – | – | 0.15% | 120 |
|
|
2023
Q3 | $531K | Hold |
24,290
| – | – | 0.15% | 125 |
|
|
2023
Q2 | $553K | Hold |
24,290
| – | – | 0.15% | 127 |
|
|
2023
Q1 | $496K | Hold |
24,290
| – | – | 0.15% | 125 |
|
|
2022
Q4 | $429K | Hold |
24,290
| – | – | 0.14% | 138 |
|
|
2022
Q3 | $428K | Hold |
24,290
| – | – | 0.15% | 125 |
|
|
2022
Q2 | $435K | Hold |
24,290
| – | – | 0.14% | 128 |
|
|
2022
Q1 | $508K | Hold |
24,290
| – | – | 0.14% | 119 |
|
|
2021
Q4 | $519K | Hold |
24,290
| – | – | 0.14% | 110 |
|
|
2021
Q3 | $495K | Buy |
+24,290
| New | +$495K | 0.15% | 108 |
|