FSB Premier Wealth Management’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
Q1 | – | Sell |
-6,241
| Closed | -$237K | – | 182 |
|
|
2023
Q4 | $237K | Sell |
6,241
-150
| -2% | -$5.7K | 0.12% | 153 |
|
|
2023
Q3 | $226K | Sell |
6,391
-139
| -2% | -$4.91K | 0.13% | 142 |
|
|
2023
Q2 | $235K | Sell |
6,530
-5,230
| -44% | -$189K | 0.13% | 136 |
|
|
2023
Q1 | $401K | Sell |
11,760
-1,671
| -12% | -$57K | 0.22% | 92 |
|
|
2022
Q4 | $434K | Hold |
13,431
| – | – | 0.24% | 83 |
|
|
2022
Q3 | $415K | Buy |
+13,431
| New | +$415K | 0.24% | 80 |
|