DHJJ Financial Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Sell |
4,436
-2,912
| -40% | -$113K | 0.06% | 185 |
|
|
2025
Q1 | $264K | Hold |
7,348
| – | – | 0.11% | 133 |
|
|
2024
Q4 | $269K | Hold |
7,348
| – | – | 0.1% | 132 |
|
|
2024
Q3 | $265K | Sell |
7,348
-30
| -0.4% | -$1.08K | 0.1% | 135 |
|
|
2024
Q2 | $256K | Sell |
7,378
-1,110
| -13% | -$38.6K | 0.11% | 130 |
|
|
2024
Q1 | $287K | Hold |
8,488
| – | – | 0.13% | 114 |
|
|
2023
Q4 | $272K | Buy |
+8,488
| New | +$272K | 0.13% | 115 |
|