DHJJ 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 | $1.52M | Sell |
47,875
-8,042
| -14% | -$256K | 0.55% | 32 |
|
2025
Q1 | $1.66M | Buy |
55,917
+5,433
| +11% | +$161K | 0.67% | 28 |
|
2024
Q4 | $1.54M | Buy |
50,484
+20,057
| +66% | +$611K | 0.6% | 30 |
|
2024
Q3 | $909K | Buy |
30,427
+7,810
| +35% | +$233K | 0.36% | 52 |
|
2024
Q2 | $654K | Buy |
22,617
+11,696
| +107% | +$338K | 0.28% | 69 |
|
2024
Q1 | $305K | Sell |
10,921
-143
| -1% | -$4K | 0.14% | 109 |
|
2023
Q4 | $294K | Buy |
11,064
+2,009
| +22% | +$53.4K | 0.14% | 109 |
|
2023
Q3 | $222K | Sell |
9,055
-175
| -2% | -$4.29K | 0.11% | 124 |
|
2023
Q2 | $231K | Buy |
9,230
+415
| +5% | +$10.4K | 0.12% | 128 |
|
2023
Q1 | $207K | Buy |
+8,815
| New | +$207K | 0.11% | 138 |
|
2022
Q4 | – | Sell |
-9,670
| Closed | -$202K | – | 133 |
|
2022
Q3 | $202K | Sell |
9,670
-175
| -2% | -$3.66K | 0.12% | 126 |
|
2022
Q2 | $211K | Buy |
9,845
+935
| +10% | +$20K | 0.12% | 126 |
|
2022
Q1 | $212K | Buy |
+8,910
| New | +$212K | 0.1% | 132 |
|