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 |
|