LWM
Lakeridge Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
6,205
| – | – | 0.12% | 132 |
|
|
2025
Q1 | $239K | Sell |
6,205
-1,500
| -19% | -$57.7K | 0.12% | 134 |
|
|
2024
Q4 | $298K | Hold |
7,705
| – | – | 0.15% | 113 |
|
|
2024
Q3 | $293K | Hold |
7,705
| – | – | 0.16% | 115 |
|
|
2024
Q2 | $284K | Hold |
7,705
| – | – | 0.17% | 112 |
|
|
2024
Q1 | $279K | Hold |
7,705
| – | – | 0.18% | 103 |
|
|
2023
Q4 | $271K | Buy |
+7,705
| New | +$271K | 0.2% | 98 |
|