MTWM
Masso Torrence Wealth Management’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
7,347
+440
| +6% | +$14K | 0.11% | 92 |
|
|
2025
Q1 | $205K | Hold |
6,907
| – | – | 0.11% | 92 |
|
|
2024
Q4 | $210K | Sell |
6,907
-250
| -3% | -$7.62K | 0.11% | 90 |
|
|
2024
Q3 | $214K | Sell |
7,157
-340
| -5% | -$10.2K | 0.12% | 86 |
|
|
2024
Q2 | $217K | Sell |
7,497
-323
| -4% | -$9.34K | 0.12% | 84 |
|
|
2024
Q1 | $219K | Sell |
7,820
-375
| -5% | -$10.5K | 0.13% | 87 |
|
|
2023
Q4 | $218K | Sell |
8,195
-207
| -2% | -$5.5K | 0.15% | 82 |
|
|
2023
Q3 | $206K | Sell |
8,402
-5,640
| -40% | -$138K | 0.16% | 78 |
|
|
2023
Q2 | $352K | Buy |
14,042
+289
| +2% | +$7.24K | 0.25% | 65 |
|
|
2023
Q1 | $323K | Sell |
13,753
-51,309
| -79% | -$1.2M | 0.26% | 68 |
|
|
2022
Q4 | $1.45M | Sell |
65,062
-118,587
| -65% | -$2.63M | 1.15% | 30 |
|
|
2022
Q3 | $3.83M | Sell |
183,649
-7,901
| -4% | -$165K | 3.38% | 7 |
|
|
2022
Q2 | $4.11M | Sell |
191,550
-9,461
| -5% | -$203K | 3.62% | 5 |
|
|
2022
Q1 | $4.78M | Buy |
201,011
+312
| +0.2% | +$7.42K | 3.82% | 7 |
|
|
2021
Q4 | $4.82M | Buy |
+200,699
| New | +$4.82M | 3.37% | 6 |
|