FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF March DMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
18,634
-1,573
| -8% | -$62.2K | 0.26% | 97 |
|
|
2025
Q1 | $761K | Buy |
20,207
+639
| +3% | +$24.1K | 0.3% | 94 |
|
|
2024
Q4 | $747K | Sell |
19,568
-11,755
| -38% | -$449K | 0.3% | 86 |
|
|
2024
Q3 | $1.17M | Sell |
31,323
-373
| -1% | -$13.9K | 0.48% | 52 |
|
|
2024
Q2 | $1.14M | Buy |
31,696
+2,609
| +9% | +$93.9K | 0.52% | 47 |
|
|
2024
Q1 | $1.02M | Buy |
+29,087
| New | +$1.02M | 0.47% | 49 |
|
|
2023
Q3 | – | Sell |
-16,396
| Closed | -$529K | – | 160 |
|
|
2023
Q2 | $529K | Hold |
16,396
| – | – | 0.29% | 78 |
|
|
2023
Q1 | $506K | Buy |
16,396
+4,450
| +37% | +$137K | 0.28% | 79 |
|
|
2022
Q4 | $360K | Buy |
+11,946
| New | +$360K | 0.2% | 101 |
|