FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,293
| Closed | -$237K | – | 187 |
|
|
2024
Q1 | $237K | Hold |
6,293
| – | – | 0.11% | 158 |
|
|
2023
Q4 | $229K | Hold |
6,293
| – | – | 0.11% | 156 |
|
|
2023
Q3 | $218K | Sell |
6,293
-988
| -14% | -$34.2K | 0.12% | 147 |
|
|
2023
Q2 | $254K | Sell |
7,281
-3,497
| -32% | -$122K | 0.14% | 129 |
|
|
2023
Q1 | $354K | Hold |
10,778
| – | – | 0.2% | 100 |
|
|
2022
Q4 | $337K | Buy |
+10,778
| New | +$337K | 0.18% | 106 |
|
|
2022
Q1 | – | Sell |
-4,531
| Closed | -$149K | – | 237 |
|
|
2021
Q4 | $149K | Buy |
+4,531
| New | +$149K | 0.06% | 145 |
|