Laidlaw Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,214
| Closed | -$1.86M | – | 168 |
|
|
2024
Q4 | $1.86M | Buy |
48,214
+494
| +1% | +$19.1K | 0.81% | 36 |
|
|
2024
Q3 | $1.82M | Buy |
47,720
+1,992
| +4% | +$75.8K | 0.9% | 30 |
|
|
2024
Q2 | $1.68M | Buy |
45,728
+2,039
| +5% | +$75.1K | 0.92% | 30 |
|
|
2024
Q1 | $1.58M | Buy |
43,689
+3,903
| +10% | +$141K | 0.88% | 30 |
|
|
2023
Q4 | $1.4M | Sell |
39,786
-3,647
| -8% | -$128K | 0.51% | 53 |
|
|
2023
Q3 | $1.44M | Buy |
+43,433
| New | +$1.44M | 0.48% | 61 |
|