DHJJ Financial Advisors’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $66.1K | Sell |
1,610
-120
| -7% | -$4.93K | 0.02% | 306 |
|
2025
Q1 | $66.3K | Hold |
1,730
| – | – | 0.03% | 280 |
|
2024
Q4 | $68.1K | Sell |
1,730
-1,380
| -44% | -$54.3K | 0.03% | 262 |
|
2024
Q3 | $121K | Hold |
3,110
| – | – | 0.05% | 194 |
|
2024
Q2 | $119K | Sell |
3,110
-580
| -16% | -$22.3K | 0.05% | 189 |
|
2024
Q1 | $139K | Hold |
3,690
| – | – | 0.06% | 173 |
|
2023
Q4 | $134K | Sell |
3,690
-474
| -11% | -$17.2K | 0.06% | 169 |
|
2023
Q3 | $144K | Buy |
+4,164
| New | +$144K | 0.07% | 156 |
|