DHJJ Financial Advisors’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $264K | Buy |
10,357
+1,151
| +13% | +$29.4K | 0.1% | 148 |
|
2025
Q1 | $221K | Buy |
9,206
+1,029
| +13% | +$24.7K | 0.09% | 151 |
|
2024
Q4 | $186K | Hold |
8,177
| – | – | 0.07% | 163 |
|
2024
Q3 | $198K | Hold |
8,177
| – | – | 0.08% | 153 |
|
2024
Q2 | $190K | Buy |
8,177
+1,434
| +21% | +$33.2K | 0.08% | 146 |
|
2024
Q1 | $156K | Buy |
6,743
+1,168
| +21% | +$27.1K | 0.07% | 160 |
|
2023
Q4 | $123K | Sell |
5,575
-600
| -10% | -$13.3K | 0.06% | 176 |
|
2023
Q3 | $126K | Buy |
+6,175
| New | +$126K | 0.06% | 163 |
|