McKinley Carter Wealth Services’s FT Vest Fund of Buffer ETFs BUFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-60,715
| Closed | -$1.49M | – | 302 |
|
|
2023
Q3 | $1.49M | Hold |
60,715
| – | – | 0.12% | 123 |
|
|
2023
Q2 | $1.52M | Hold |
60,715
| – | – | 0.11% | 127 |
|
|
2023
Q1 | $1.42M | Buy |
60,715
+12,455
| +26% | +$292K | 0.11% | 125 |
|
|
2022
Q4 | $1.07M | Buy |
48,260
+33,040
| +217% | +$734K | 0.09% | 138 |
|
|
2022
Q3 | $317K | Buy |
15,220
+4,750
| +45% | +$98.9K | 0.03% | 232 |
|
|
2022
Q2 | $225K | Buy |
+10,470
| New | +$225K | 0.02% | 275 |
|