OneDigital Investment Advisors’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Sell |
19,460
-3,678
| -16% | -$112K | 0.01% | 839 |
|
|
2025
Q1 | $692K | Buy |
23,138
+6,078
| +36% | +$182K | 0.01% | 737 |
|
|
2024
Q4 | $514K | Buy |
17,060
+7,884
| +86% | +$237K | 0.01% | 875 |
|
|
2024
Q3 | $279K | Hold |
9,176
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q2 | $279K | Hold |
9,176
| – | – | ﹤0.01% | 1141 |
|
|
2024
Q1 | $280K | Buy |
+9,176
| New | +$280K | ﹤0.01% | 934 |
|