DHJJ Financial Advisors’s FT Vest US Equity Moderate Buffer ETF September GSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Hold |
9,772
| – | – | 0.13% | 123 |
|
|
2025
Q1 | $337K | Hold |
9,772
| – | – | 0.14% | 119 |
|
|
2024
Q4 | $342K | Sell |
9,772
-13
| -0.1% | -$456 | 0.13% | 121 |
|
|
2024
Q3 | $338K | Hold |
9,785
| – | – | 0.13% | 118 |
|
|
2024
Q2 | $331K | Hold |
9,785
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $323K | Hold |
9,785
| – | – | 0.14% | 107 |
|
|
2023
Q4 | $309K | Buy |
+9,785
| New | +$309K | 0.14% | 106 |
|