DHJJ Financial Advisors’s FT Vest Growth-100 Buffer ETF March QMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $762K | Sell |
24,587
-20
| -0.1% | -$620 | 0.28% | 71 |
|
2025
Q1 | $696K | Sell |
24,607
-5,019
| -17% | -$142K | 0.28% | 67 |
|
2024
Q4 | $882K | Sell |
29,626
-5
| -0% | -$149 | 0.34% | 55 |
|
2024
Q3 | $848K | Hold |
29,631
| – | – | 0.34% | 58 |
|
2024
Q2 | $829K | Buy |
29,631
+13,078
| +79% | +$366K | 0.35% | 54 |
|
2024
Q1 | $439K | Sell |
16,553
-989
| -6% | -$26.2K | 0.19% | 90 |
|
2023
Q4 | $450K | Sell |
17,542
-1,226
| -7% | -$31.4K | 0.21% | 83 |
|
2023
Q3 | $451K | Sell |
18,768
-695
| -4% | -$16.7K | 0.23% | 79 |
|
2023
Q2 | $467K | Buy |
19,463
+9,950
| +105% | +$239K | 0.24% | 80 |
|
2023
Q1 | $211K | Buy |
+9,513
| New | +$211K | 0.11% | 133 |
|
2022
Q4 | – | Sell |
-10,403
| Closed | -$195K | – | 136 |
|
2022
Q3 | $195K | Hold |
10,403
| – | – | 0.11% | 127 |
|
2022
Q2 | $200K | Sell |
10,403
-12
| -0.1% | -$231 | 0.11% | 127 |
|
2022
Q1 | $236K | Buy |
10,415
+490
| +5% | +$11.1K | 0.11% | 124 |
|
2021
Q4 | $225K | Hold |
9,925
| – | – | 0.11% | 124 |
|
2021
Q3 | $217K | Sell |
9,925
-5
| -0.1% | -$109 | 0.11% | 119 |
|
2021
Q2 | $215K | Buy |
+9,930
| New | +$215K | 0.11% | 116 |
|