Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF November DNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
12,806
-230
| -2% | -$10.3K | 0.26% | 73 |
|
|
2025
Q1 | $546K | Sell |
13,036
-3,450
| -21% | -$145K | 0.27% | 72 |
|
|
2024
Q4 | $707K | Hold |
16,486
| – | – | 0.37% | 47 |
|
|
2024
Q3 | $695K | Sell |
16,486
-121
| -0.7% | -$5.1K | 0.38% | 47 |
|
|
2024
Q2 | $688K | Sell |
16,607
-400
| -2% | -$16.6K | 0.41% | 45 |
|
|
2024
Q1 | $687K | Hold |
17,007
| – | – | 0.45% | 45 |
|
|
2023
Q4 | $659K | Buy |
+17,007
| New | +$659K | 0.48% | 40 |
|