FSB Premier Wealth Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
8,849
| – | – | 0.13% | 158 |
|
|
2025
Q1 | $333K | Buy |
8,849
+734
| +9% | +$27.7K | 0.13% | 157 |
|
|
2024
Q4 | $314K | Hold |
8,115
| – | – | 0.13% | 162 |
|
|
2024
Q3 | $307K | Buy |
8,115
+1,021
| +14% | +$38.6K | 0.13% | 162 |
|
|
2024
Q2 | $262K | Sell |
7,094
-1,836
| -21% | -$67.7K | 0.12% | 159 |
|
|
2024
Q1 | $320K | Buy |
+8,930
| New | +$320K | 0.15% | 134 |
|