Holistic Planning’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
47,115
-1,850
| -4% | -$67.6K | 0.49% | 40 |
|
|
2025
Q1 | $1.68M | Sell |
48,965
-2,500
| -5% | -$85.8K | 0.57% | 34 |
|
|
2024
Q4 | $1.8M | Sell |
51,465
-230
| -0.4% | -$8.05K | 0.65% | 34 |
|
|
2024
Q3 | $1.79M | Sell |
51,695
-4,480
| -8% | -$155K | 0.76% | 30 |
|
|
2024
Q2 | $1.88M | Hold |
56,175
| – | – | 1.44% | 20 |
|
|
2024
Q1 | $1.88M | Hold |
56,175
| – | – | 1.43% | 21 |
|
|
2023
Q4 | $1.82M | Buy |
+56,175
| New | +$1.82M | 1.53% | 18 |
|