EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,000
| Closed | -$1.08M | – | 361 |
|
|
2025
Q1 | $1.08M | Sell |
29,000
-2,000
| -6% | -$74.4K | 0.3% | 94 |
|
|
2024
Q4 | $1.16M | Sell |
31,000
-10,651
| -26% | -$399K | 0.31% | 93 |
|
|
2024
Q3 | $1.53M | Buy |
+41,651
| New | +$1.53M | 0.39% | 70 |
|
|
2024
Q2 | – | Sell |
-42,551
| Closed | -$1.46M | – | 75 |
|
|
2024
Q1 | $1.46M | Buy |
+42,551
| New | +$1.46M | 0.36% | 75 |
|