OneDigital Investment Advisors’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,041
| Closed | -$228K | – | 1473 |
|
|
2025
Q1 | $228K | Hold |
6,041
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q4 | $233K | Sell |
6,041
-11,096
| -65% | -$429K | ﹤0.01% | 1255 |
|
|
2024
Q3 | $649K | Sell |
17,137
-202
| -1% | -$7.65K | 0.01% | 828 |
|
|
2024
Q2 | $640K | Buy |
17,339
+7,789
| +82% | +$287K | 0.01% | 796 |
|
|
2024
Q1 | $343K | Buy |
+9,550
| New | +$343K | 0.01% | 869 |
|