MAM
Milestone Asset Management’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
25,276
-853
| -3% | -$34.1K | 0.21% | 86 |
|
|
2025
Q1 | $984K | Buy |
26,129
+2,138
| +9% | +$80.5K | 0.21% | 91 |
|
|
2024
Q4 | $927K | Sell |
23,991
-164,709
| -87% | -$6.37M | 0.2% | 110 |
|
|
2024
Q3 | $7.14M | Buy |
188,700
+19,308
| +11% | +$731K | 1.6% | 12 |
|
|
2024
Q2 | $6.25M | Sell |
169,392
-282,940
| -63% | -$10.4M | 1.56% | 12 |
|
|
2024
Q1 | $16.2M | Buy |
+452,332
| New | +$16.2M | 4.64% | 3 |
|