Ergawealth Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,864
| Closed | -$240K | – | 62 |
|
|
2024
Q2 | $240K | Buy |
5,864
+118
| +2% | +$4.83K | 0.13% | 58 |
|
|
2024
Q1 | $230K | Sell |
5,746
-257
| -4% | -$10.3K | 0.13% | 56 |
|
|
2023
Q4 | $228K | Hold |
6,003
| – | – | 0.14% | 47 |
|
|
2023
Q3 | $212K | Hold |
6,003
| – | – | 0.15% | 48 |
|
|
2023
Q2 | $216K | Buy |
+6,003
| New | +$216K | 0.15% | 45 |
|