FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF April DAPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,599
| Closed | -$343K | – | 181 |
|
2023
Q4 | $343K | Hold |
10,599
| – | – | 0.17% | 111 |
|
2023
Q3 | $321K | Hold |
10,599
| – | – | 0.18% | 108 |
|
2023
Q2 | $326K | Sell |
10,599
-1,262
| -11% | -$38.8K | 0.18% | 107 |
|
2023
Q1 | $352K | Buy |
11,861
+2,631
| +29% | +$78K | 0.2% | 101 |
|
2022
Q4 | $272K | Buy |
+9,230
| New | +$272K | 0.15% | 119 |
|
2022
Q1 | – | Sell |
-1,650
| Closed | -$52K | – | 221 |
|
2021
Q4 | $52K | Buy |
+1,650
| New | +$52K | 0.02% | 227 |
|