DHJJ Financial Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
7,660
| – | – | 0.11% | 134 |
|
|
2025
Q1 | $285K | Buy |
7,660
+1,878
| +32% | +$69.9K | 0.11% | 128 |
|
|
2024
Q4 | $217K | Hold |
5,782
| – | – | 0.08% | 151 |
|
|
2024
Q3 | $212K | Hold |
5,782
| – | – | 0.08% | 147 |
|
|
2024
Q2 | $205K | Buy |
5,782
+300
| +5% | +$10.6K | 0.09% | 144 |
|
|
2024
Q1 | $189K | Buy |
5,482
+1,559
| +40% | +$53.7K | 0.08% | 146 |
|
|
2023
Q4 | $131K | Sell |
3,923
-98
| -2% | -$3.27K | 0.06% | 170 |
|
|
2023
Q3 | $127K | Buy |
+4,021
| New | +$127K | 0.06% | 162 |
|