Kraematon Investment Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Hold |
5,435
| – | – | 0.2% | 86 |
|
2025
Q1 | $205K | Hold |
5,435
| – | – | 0.21% | 84 |
|
2024
Q4 | $210K | Hold |
5,435
| – | – | 0.21% | 85 |
|
2024
Q3 | $206K | Hold |
5,435
| – | – | 0.2% | 80 |
|
2024
Q2 | $201K | Buy |
+5,435
| New | +$201K | 0.2% | 82 |
|
2023
Q4 | – | Sell |
-25,475
| Closed | -$821K | – | 82 |
|
2023
Q3 | $821K | Sell |
25,475
-1,650
| -6% | -$53.2K | 1.01% | 32 |
|
2023
Q2 | $882K | Sell |
27,125
-300
| -1% | -$9.76K | 0.97% | 34 |
|
2023
Q1 | $849K | Buy |
+27,425
| New | +$849K | 0.98% | 35 |
|