Kingsview Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,223
Closed -$245K 1098
2024
Q2
$245K Sell
11,223
-500
-4% -$10.9K 0.01% 917
2024
Q1
$250K Sell
11,723
-4,852
-29% -$104K 0.01% 888
2023
Q4
$345K Sell
16,575
-7,100
-30% -$148K 0.01% 727
2023
Q3
$466K Sell
23,675
-1,000
-4% -$19.7K 0.02% 630
2023
Q2
$491K Sell
24,675
-1,000
-4% -$19.9K 0.02% 596
2023
Q1
$488K Sell
25,675
-850
-3% -$16.2K 0.02% 582
2022
Q4
$489K Sell
26,525
-9,800
-27% -$181K 0.02% 518
2022
Q3
$657K Buy
+36,325
New +$657K 0.03% 435