Foundations Investment Advisors’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
Q1 | – | Sell |
-6,806
| Closed | -$255K | – | 883 |
|
|
2024
Q4 | $255K | Hold |
6,806
| – | – | ﹤0.01% | 703 |
|
|
2024
Q3 | $250K | Hold |
6,806
| – | – | 0.01% | 690 |
|
|
2024
Q2 | $241K | Hold |
6,806
| – | – | 0.01% | 669 |
|
|
2024
Q1 | $234K | Sell |
6,806
-134
| -2% | -$4.61K | 0.01% | 638 |
|
|
2023
Q4 | $234K | Sell |
6,940
-12,608
| -64% | -$424K | 0.01% | 609 |
|
|
2023
Q3 | $619K | Sell |
19,548
-125
| -0.6% | -$3.96K | 0.02% | 353 |
|
|
2023
Q2 | $626K | Buy |
+19,673
| New | +$626K | 0.02% | 322 |
|