Meridian Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
5,265
| – | – | 0.01% | 612 |
|
|
2025
Q1 | $215K | Buy |
5,265
+55
| +1% | +$2.25K | 0.01% | 590 |
|
|
2024
Q4 | $219K | Hold |
5,210
| – | – | 0.01% | 588 |
|
|
2024
Q3 | $216K | Sell |
5,210
-1,660
| -24% | -$68.7K | 0.01% | 597 |
|
|
2024
Q2 | $273K | Buy |
+6,870
| New | +$273K | 0.03% | 247 |
|
|
2024
Q1 | – | Sell |
-8,185
| Closed | -$298K | – | 272 |
|
|
2023
Q4 | $298K | Buy |
8,185
+175
| +2% | +$6.38K | 0.02% | 503 |
|
|
2023
Q3 | $272K | Sell |
8,010
-840
| -9% | -$28.6K | 0.02% | 466 |
|
|
2023
Q2 | $307K | Sell |
8,850
-1,180
| -12% | -$40.9K | 0.03% | 431 |
|
|
2023
Q1 | $324K | Sell |
10,030
-1,400
| -12% | -$45.3K | 0.03% | 407 |
|
|
2022
Q4 | $353K | Sell |
11,430
-824
| -7% | -$25.5K | 0.03% | 378 |
|
|
2022
Q3 | $363K | Sell |
12,254
-9,445
| -44% | -$280K | 0.04% | 328 |
|
|
2022
Q2 | $666K | Buy |
+21,699
| New | +$666K | 0.05% | 293 |
|