Holistic Planning’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
54,496
-2,560
| -4% | -$99.7K | 0.61% | 31 |
|
|
2025
Q1 | $2.12M | Buy |
57,056
+538
| +1% | +$20K | 0.72% | 28 |
|
|
2024
Q4 | $2.12M | Hold |
56,518
| – | – | 0.77% | 25 |
|
|
2024
Q3 | $2.08M | Buy |
56,518
+39,438
| +231% | +$1.45M | 0.88% | 22 |
|
|
2024
Q2 | $588K | Hold |
17,080
| – | – | 0.45% | 57 |
|
|
2024
Q1 | $588K | Buy |
+17,080
| New | +$588K | 0.45% | 58 |
|