Millington Financial Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Buy |
+6,131
| New | +$236K | 0.12% | 88 |
|
2024
Q4 | – | Sell |
-5,996
| Closed | -$213K | – | 91 |
|
2024
Q3 | $213K | Hold |
5,996
| – | – | 0.13% | 78 |
|
2024
Q2 | $207K | Buy |
+5,996
| New | +$207K | 0.14% | 76 |
|
2023
Q4 | – | Sell |
-99,955
| Closed | -$3.16M | – | 86 |
|
2023
Q3 | $3.16M | Sell |
99,955
-1,312
| -1% | -$41.5K | 2.84% | 11 |
|
2023
Q2 | $3.19M | Buy |
+101,267
| New | +$3.19M | 2.83% | 12 |
|