DHJJ Financial Advisors’s FT Vest US Small Cap Moderate Buffer ETF August SAUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
5,122
-55
| -1% | -$1.29K | 0.04% | 223 |
|
|
2025
Q1 | $117K | Hold |
5,177
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $122K | Hold |
5,177
| – | – | 0.05% | 199 |
|
|
2024
Q3 | $121K | Buy |
5,177
+260
| +5% | +$6.08K | 0.05% | 196 |
|
|
2024
Q2 | $107K | Sell |
4,917
-93
| -2% | -$2.02K | 0.05% | 194 |
|
|
2024
Q1 | $110K | Buy |
5,010
+545
| +12% | +$11.9K | 0.05% | 193 |
|
|
2023
Q4 | $94.7K | Buy |
+4,465
| New | +$94.7K | 0.04% | 202 |
|