OneDigital Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-79,752
| Closed | -$2.83M | – | 1531 |
|
|
2024
Q3 | $2.83M | Sell |
79,752
-933
| -1% | -$33.1K | 0.03% | 352 |
|
|
2024
Q2 | $2.79M | Buy |
+80,685
| New | +$2.79M | 0.03% | 344 |
|
|
2024
Q1 | – | Sell |
-17,330
| Closed | -$570K | – | 1169 |
|
|
2023
Q4 | $570K | Sell |
17,330
-13,218
| -43% | -$435K | 0.01% | 669 |
|
|
2023
Q3 | $967K | Buy |
30,548
+15,188
| +99% | +$481K | 0.02% | 434 |
|
|
2023
Q2 | $483K | Buy |
+15,360
| New | +$483K | 0.01% | 655 |
|