MWM
MinichMacGregor Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,900
| Closed | -$1.96M | – | 129 |
|
|
2024
Q4 | $1.96M | Sell |
48,900
-4,041
| -8% | -$162K | 0.41% | 48 |
|
|
2024
Q3 | $2.09M | Sell |
52,941
-1,817
| -3% | -$71.8K | 0.45% | 46 |
|
|
2024
Q2 | $2.11M | Sell |
54,758
-720
| -1% | -$27.7K | 0.51% | 44 |
|
|
2024
Q1 | $2.07M | Buy |
55,478
+593
| +1% | +$22.2K | 0.53% | 46 |
|
|
2023
Q4 | $1.96M | Sell |
54,885
-2,900
| -5% | -$104K | 0.57% | 38 |
|
|
2023
Q3 | $1.94M | Buy |
57,785
+2,136
| +4% | +$71.7K | 0.64% | 45 |
|
|
2023
Q2 | $1.88M | Buy |
+55,649
| New | +$1.88M | 0.59% | 45 |
|