LWM
Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
5,615
| – | – | 0.11% | 136 |
|
|
2025
Q1 | $220K | Sell |
5,615
-950
| -14% | -$37.2K | 0.11% | 144 |
|
|
2024
Q4 | $264K | Hold |
6,565
| – | – | 0.14% | 127 |
|
|
2024
Q3 | $259K | Hold |
6,565
| – | – | 0.14% | 124 |
|
|
2024
Q2 | $253K | Hold |
6,565
| – | – | 0.15% | 120 |
|
|
2024
Q1 | $246K | Hold |
6,565
| – | – | 0.16% | 112 |
|
|
2023
Q4 | $235K | Buy |
+6,565
| New | +$235K | 0.17% | 107 |
|