OneDigital Investment Advisors’s FT Vest US Equity Moderate Buffer ETF April GAPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
13,723
-3,507
| -20% | -$134K | 0.01% | 878 |
|
|
2025
Q1 | $647K | Hold |
17,230
| – | – | 0.01% | 765 |
|
|
2024
Q4 | $646K | Sell |
17,230
-300
| -2% | -$11.2K | 0.01% | 789 |
|
|
2024
Q3 | $644K | Hold |
17,530
| – | – | 0.01% | 833 |
|
|
2024
Q2 | $625K | Buy |
17,530
+300
| +2% | +$10.7K | 0.01% | 805 |
|
|
2024
Q1 | $580K | Buy |
17,230
+6,430
| +60% | +$217K | 0.01% | 688 |
|
|
2023
Q4 | $354K | Sell |
10,800
-7,000
| -39% | -$229K | 0.01% | 854 |
|
|
2023
Q3 | $546K | Sell |
17,800
-3,600
| -17% | -$110K | 0.01% | 608 |
|
|
2023
Q2 | $665K | Buy |
+21,400
| New | +$665K | 0.01% | 535 |
|