EPG Wealth Management’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,600
| Closed | -$639K | – | 364 |
|
|
2025
Q1 | $639K | Sell |
18,600
-1,500
| -7% | -$51.5K | 0.18% | 142 |
|
|
2024
Q4 | $703K | Buy |
20,100
+1,000
| +5% | +$35K | 0.19% | 137 |
|
|
2024
Q3 | $662K | Buy |
+19,100
| New | +$662K | 0.17% | 140 |
|
|
2024
Q2 | – | Sell |
-22,450
| Closed | -$751K | – | 140 |
|
|
2024
Q1 | $751K | Hold |
22,450
| – | – | 0.18% | 139 |
|
|
2023
Q4 | $737K | Buy |
+22,450
| New | +$737K | 0.19% | 132 |
|