Davies Financial Advisors’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
9,369
| – | – | 0.23% | 62 |
|
|
2025
Q1 | $278K | Sell |
9,369
-1,039
| -10% | -$30.8K | 0.24% | 55 |
|
|
2024
Q4 | $317K | Sell |
10,408
-136
| -1% | -$4.14K | 0.27% | 50 |
|
|
2024
Q3 | $315K | Sell |
10,544
-12,838
| -55% | -$384K | 0.28% | 53 |
|
|
2024
Q2 | $676K | Sell |
23,382
-104,672
| -82% | -$3.03M | 0.63% | 36 |
|
|
2024
Q1 | $3.58M | Buy |
+128,054
| New | +$3.58M | 3.66% | 5 |
|