Laidlaw Wealth Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,293
| Closed | -$1.45M | – | 81 |
|
|
2024
Q4 | $1.45M | Buy |
28,293
+154
| +0.5% | +$7.91K | 0.63% | 42 |
|
|
2024
Q3 | $1.42M | Buy |
28,139
+1,231
| +5% | +$62.2K | 0.7% | 44 |
|
|
2024
Q2 | $1.3M | Buy |
26,908
+905
| +3% | +$43.8K | 0.72% | 39 |
|
|
2024
Q1 | $1.22M | Buy |
26,003
+1,900
| +8% | +$89.3K | 0.68% | 45 |
|
|
2023
Q4 | $1.06M | Sell |
24,103
-3,012
| -11% | -$133K | 0.39% | 78 |
|
|
2023
Q3 | $1.1M | Buy |
+27,115
| New | +$1.1M | 0.36% | 82 |
|