Cypress Wealth Services’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,756
| Closed | -$230K | – | 300 |
|
|
2024
Q2 | $230K | Hold |
9,756
| – | – | 0.05% | 229 |
|
|
2024
Q1 | $229K | Hold |
9,756
| – | – | 0.05% | 234 |
|
|
2023
Q4 | $222K | Hold |
9,756
| – | – | 0.06% | 222 |
|
|
2023
Q3 | $205K | Hold |
9,756
| – | – | 0.06% | 224 |
|
|
2023
Q2 | $217K | Hold |
9,756
| – | – | 0.06% | 221 |
|
|
2023
Q1 | $208K | Buy |
+9,756
| New | +$208K | 0.06% | 227 |
|