HHM Wealth Advisors’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-605
| Closed | -$20.6K | – | 754 |
|
|
2023
Q3 | $20.6K | Hold |
605
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $21K | Hold |
605
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $19.6K | Hold |
605
| – | – | ﹤0.01% | 420 |
|
|
2022
Q4 | $18.7K | Hold |
605
| – | – | ﹤0.01% | 369 |
|
|
2022
Q3 | $18K | Hold |
605
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $19K | Hold |
605
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $20K | Hold |
605
| – | – | ﹤0.01% | 434 |
|
|
2021
Q4 | $20K | Hold |
605
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $20K | Buy |
+605
| New | +$20K | 0.01% | 398 |
|