Holistic Financial Partners’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-72,471
| Closed | -$1.74M | – | 120 |
|
|
2021
Q4 | $1.74M | Buy |
72,471
+1,567
| +2% | +$37.6K | 1.01% | 19 |
|
|
2021
Q3 | $1.63M | Buy |
70,904
+15,371
| +28% | +$353K | 1% | 16 |
|
|
2021
Q2 | $1.27M | Buy |
55,533
+13,405
| +32% | +$308K | 0.76% | 22 |
|
|
2021
Q1 | $931K | Buy |
42,128
+29,518
| +234% | +$652K | 0.61% | 27 |
|
|
2020
Q4 | $271K | Buy |
+12,610
| New | +$271K | 0.19% | 80 |
|