Maltin Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,697
| Closed | -$365K | – | 129 |
|
|
2025
Q1 | $365K | Sell |
8,697
-292
| -3% | -$12.3K | 0.17% | 94 |
|
|
2024
Q4 | $389K | Sell |
8,989
-456
| -5% | -$19.7K | 0.19% | 93 |
|
|
2024
Q3 | $402K | Hold |
9,445
| – | – | 0.2% | 85 |
|
|
2024
Q2 | $386K | Sell |
9,445
-11,277
| -54% | -$461K | 0.21% | 84 |
|
|
2024
Q1 | $829K | Sell |
20,722
-4,794
| -19% | -$192K | 0.47% | 58 |
|
|
2023
Q4 | $969K | Sell |
25,516
-4,467
| -15% | -$170K | 0.62% | 54 |
|
|
2023
Q3 | $1.06M | Sell |
29,983
-857
| -3% | -$30.3K | 0.74% | 47 |
|
|
2023
Q2 | $1.11M | Buy |
+30,840
| New | +$1.11M | 0.79% | 43 |
|