DHJJ Financial Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
3,959
+271
| +7% | +$10.4K | 0.05% | 201 |
|
|
2025
Q1 | $136K | Buy |
3,688
+55
| +2% | +$2.02K | 0.05% | 187 |
|
|
2024
Q4 | $132K | Hold |
3,633
| – | – | 0.05% | 189 |
|
|
2024
Q3 | $129K | Hold |
3,633
| – | – | 0.05% | 189 |
|
|
2024
Q2 | $126K | Buy |
3,633
+1,828
| +101% | +$63.2K | 0.05% | 183 |
|
|
2024
Q1 | $60.7K | Buy |
1,805
+1,800
| +36,000% | +$60.5K | 0.03% | 242 |
|
|
2023
Q4 | $165 | Hold |
5
| – | – | ﹤0.01% | 738 |
|
|
2023
Q3 | $159 | Buy |
+5
| New | +$159 | ﹤0.01% | 734 |
|