Holistic Planning’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $656K | Buy |
18,665
+2,000
| +12% | +$70.3K | 0.19% | 95 |
|
|
2025
Q1 | $552K | Buy |
16,665
+980
| +6% | +$32.4K | 0.19% | 94 |
|
|
2024
Q4 | $529K | Buy |
+15,685
| New | +$529K | 0.19% | 94 |
|
|
2024
Q3 | – | Sell |
-6,450
| Closed | -$204K | – | 158 |
|
|
2024
Q2 | $204K | Hold |
6,450
| – | – | 0.16% | 113 |
|
|
2024
Q1 | $204K | Buy |
+6,450
| New | +$204K | 0.16% | 114 |
|