Echo Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
5,158
| – | – | 0.14% | 45 |
|
|
2025
Q1 | $217K | Hold |
5,158
| – | – | 0.15% | 49 |
|
|
2024
Q4 | $223K | Hold |
5,158
| – | – | 0.15% | 47 |
|
|
2024
Q3 | $220K | Buy |
+5,158
| New | +$220K | 0.15% | 47 |
|
|
2023
Q4 | – | Sell |
-6,004
| Closed | -$212K | – | 41 |
|
|
2023
Q3 | $212K | Sell |
6,004
-588
| -9% | -$20.8K | 0.23% | 37 |
|
|
2023
Q2 | $240K | Hold |
6,592
| – | – | 0.26% | 37 |
|
|
2023
Q1 | $225K | Buy |
+6,592
| New | +$225K | 0.25% | 38 |
|
|
2021
Q1 | – | Sell |
-7,595
| Closed | -$246K | – | 58 |
|
|
2020
Q4 | $246K | Buy |
+7,595
| New | +$246K | 0.32% | 45 |
|