EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-800
| Closed | -$30.1K | – | 359 |
|
|
2025
Q1 | $30.1K | Hold |
800
| – | – | 0.01% | 317 |
|
|
2024
Q4 | $30.9K | Hold |
800
| – | – | 0.01% | 326 |
|
|
2024
Q3 | $30.3K | Buy |
+800
| New | +$30.3K | 0.01% | 331 |
|
|
2024
Q2 | – | Sell |
-800
| Closed | -$28.7K | – | 349 |
|
|
2024
Q1 | $28.7K | Hold |
800
| – | – | 0.01% | 348 |
|
|
2023
Q4 | $28K | Buy |
+800
| New | +$28K | 0.01% | 331 |
|