DHJJ Financial Advisors’s FT Vest US Small Cap Moderate Buffer ETF May SMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
6,511
+2,976
| +84% | +$71.3K | 0.06% | 198 |
|
|
2025
Q1 | $82.9K | Hold |
3,535
| – | – | 0.03% | 244 |
|
|
2024
Q4 | $87.6K | Hold |
3,535
| – | – | 0.03% | 236 |
|
|
2024
Q3 | $86.9K | Sell |
3,535
-80
| -2% | -$1.97K | 0.03% | 238 |
|
|
2024
Q2 | $84.3K | Buy |
3,615
+1,565
| +76% | +$36.5K | 0.04% | 221 |
|
|
2024
Q1 | $47K | Buy |
2,050
+665
| +48% | +$15.3K | 0.02% | 268 |
|
|
2023
Q4 | $30.5K | Buy |
1,385
+535
| +63% | +$11.8K | 0.01% | 321 |
|
|
2023
Q3 | $17.3K | Buy |
+850
| New | +$17.3K | 0.01% | 371 |
|