Holistic Planning’s FT Vest US Equity Moderate Buffer ETF November GNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
53,750
-575
| -1% | -$21K | 0.56% | 36 |
|
|
2025
Q1 | $1.86M | Buy |
54,325
+1,724
| +3% | +$59.1K | 0.63% | 30 |
|
|
2024
Q4 | $1.84M | Buy |
52,601
+18,638
| +55% | +$652K | 0.67% | 32 |
|
|
2024
Q3 | $1.17M | Sell |
33,963
-812
| -2% | -$28K | 0.5% | 44 |
|
|
2024
Q2 | $1.15M | Hold |
34,775
| – | – | 0.88% | 38 |
|
|
2024
Q1 | $1.15M | Hold |
34,775
| – | – | 0.88% | 39 |
|
|
2023
Q4 | $1.1M | Buy |
+34,775
| New | +$1.1M | 0.93% | 37 |
|