LM Advisors’s FT Vest US Equity Moderate Buffer ETF March GMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
8,248
+780
| +10% | +$30.4K | 0.04% | 153 |
|
|
2025
Q1 | $278K | Hold |
7,468
| – | – | 0.05% | 189 |
|
|
2024
Q4 | $280K | Sell |
7,468
-2,533
| -25% | -$95K | 0.05% | 164 |
|
|
2024
Q3 | $367K | Buy |
10,001
+2,000
| +25% | +$73.4K | 0.07% | 134 |
|
|
2024
Q2 | $284K | Hold |
8,001
| – | – | ﹤0.01% | 158 |
|
|
2024
Q1 | $275K | Hold |
8,001
| – | – | 0.04% | 183 |
|
|
2023
Q4 | $267K | Buy |
+8,001
| New | +$267K | 0.05% | 165 |
|