EWM
Echo Wealth Management’s FT Vest US Equity Deep Buffer ETF May DMAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,633
| Closed | -$229K | – | 40 |
|
|
2023
Q2 | $229K | Buy |
+6,633
| New | +$229K | 0.25% | 38 |
|
|
2023
Q1 | – | Sell |
-6,350
| Closed | -$203K | – | 42 |
|
|
2022
Q4 | $203K | Sell |
6,350
-1,432
| -18% | -$45.8K | 0.22% | 41 |
|
|
2022
Q3 | $241K | Buy |
+7,782
| New | +$241K | 0.32% | 37 |
|