Meridian Wealth Management’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
11,507
| – | – | 0.01% | 577 |
|
|
2025
Q1 | $258K | Sell |
11,507
-1,800
| -14% | -$40.4K | 0.01% | 549 |
|
|
2024
Q4 | $299K | Sell |
13,307
-1,000
| -7% | -$22.4K | 0.01% | 516 |
|
|
2024
Q3 | $316K | Hold |
14,307
| – | – | 0.02% | 505 |
|
|
2024
Q2 | $312K | Buy |
+14,307
| New | +$312K | 0.04% | 231 |
|
|
2024
Q1 | – | Sell |
-19,317
| Closed | -$402K | – | 229 |
|
|
2023
Q4 | $402K | Buy |
19,317
+5,000
| +35% | +$104K | 0.03% | 430 |
|
|
2023
Q3 | $282K | Sell |
14,317
-302
| -2% | -$5.95K | 0.02% | 462 |
|
|
2023
Q2 | $291K | Sell |
14,619
-5,500
| -27% | -$109K | 0.02% | 446 |
|
|
2023
Q1 | $382K | Buy |
20,119
+1,500
| +8% | +$28.5K | 0.03% | 370 |
|
|
2022
Q4 | $344K | Sell |
18,619
-125
| -0.7% | -$2.31K | 0.03% | 385 |
|
|
2022
Q3 | $339K | Hold |
18,744
| – | – | 0.04% | 341 |
|
|
2022
Q2 | $348K | Sell |
18,744
-250
| -1% | -$4.64K | 0.03% | 418 |
|
|
2022
Q1 | $381K | Buy |
18,994
+4,500
| +31% | +$90.3K | 0.04% | 270 |
|
|
2021
Q4 | $292K | Buy |
+14,494
| New | +$292K | 0.03% | 322 |
|