EWM
EPG Wealth Management’s FT Vest US Equity Max Buffer ETF March MARM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,150
| Closed | -$193K | – | 418 |
|
|
2025
Q1 | $193K | Sell |
6,150
-2,000
| -25% | -$62.7K | 0.05% | 229 |
|
|
2024
Q4 | $252K | Hold |
8,150
| – | – | 0.07% | 211 |
|
|
2024
Q3 | $248K | Buy |
+8,150
| New | +$248K | 0.06% | 220 |
|
|
2024
Q2 | – | Sell |
-6,000
| Closed | -$175K | – | 225 |
|
|
2024
Q1 | $175K | Buy |
+6,000
| New | +$175K | 0.04% | 255 |
|