OneDigital Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-52,495
| Closed | -$2M | – | 1530 |
|
|
2024
Q3 | $2M | Hold |
52,495
| – | – | 0.02% | 438 |
|
|
2024
Q2 | $1.93M | Buy |
+52,495
| New | +$1.93M | 0.02% | 429 |
|
|
2023
Q1 | – | Sell |
-7,000
| Closed | -$215K | – | 994 |
|
|
2022
Q4 | $215K | Sell |
7,000
-3,000
| -30% | -$91.9K | 0.01% | 756 |
|
|
2022
Q3 | $291K | Buy |
10,000
+2,500
| +33% | +$72.8K | 0.01% | 610 |
|
|
2022
Q2 | $221K | Buy |
+7,500
| New | +$221K | 0.01% | 637 |
|