Lifeworks Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Sell |
7,900
-829
| -9% | -$29.1K | 0.04% | 259 |
|
2025
Q1 | $289K | Sell |
8,729
-281
| -3% | -$9.3K | 0.05% | 248 |
|
2024
Q4 | $304K | Buy |
9,010
+1,811
| +25% | +$61.1K | 0.05% | 234 |
|
2024
Q3 | $239K | Sell |
7,199
-1,660
| -19% | -$55.1K | 0.05% | 257 |
|
2024
Q2 | $287K | Sell |
8,859
-995
| -10% | -$32.3K | 0.08% | 181 |
|
2024
Q1 | $311K | Buy |
9,854
+1,160
| +13% | +$36.6K | 0.09% | 174 |
|
2023
Q4 | $263K | Buy |
+8,694
| New | +$263K | 0.09% | 172 |
|