Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Deep Buffer ETF September DSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,900
| Closed | -$231K | – | 292 |
|
|
2024
Q2 | $231K | Sell |
5,900
-120
| -2% | -$4.69K | 0.01% | 253 |
|
|
2024
Q1 | $230K | Buy |
+6,020
| New | +$230K | 0.01% | 252 |
|
|
2023
Q3 | – | Sell |
-6,285
| Closed | -$215K | – | 260 |
|
|
2023
Q2 | $215K | Buy |
+6,285
| New | +$215K | 0.01% | 235 |
|
|
2023
Q1 | – | Sell |
-7,533
| Closed | -$231K | – | 252 |
|
|
2022
Q4 | $231K | Buy |
+7,533
| New | +$231K | 0.02% | 218 |
|