Jaffetilchin Investment Partners’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-10,999
| Closed | -$248K | – | 463 |
|
2024
Q3 | $248K | Buy |
+10,999
| New | +$248K | 0.02% | 319 |
|
2024
Q1 | – | Sell |
-11,566
| Closed | -$218K | – | 364 |
|
2023
Q4 | $218K | Buy |
+11,566
| New | +$218K | 0.02% | 317 |
|
2023
Q3 | – | Sell |
-12,510
| Closed | -$245K | – | 343 |
|
2023
Q2 | $245K | Sell |
12,510
-8,325
| -40% | -$163K | 0.03% | 315 |
|
2023
Q1 | $405K | Buy |
+20,835
| New | +$405K | 0.05% | 240 |
|