OBWG
Onyx Bridge Wealth Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,906
| Closed | -$507K | – | 195 |
|
|
2022
Q4 | $507K | Sell |
13,906
-72,058
| -84% | -$2.63M | 0.21% | 76 |
|
|
2022
Q3 | $2.93M | Buy |
+85,964
| New | +$2.93M | 1.33% | 14 |
|
|
2022
Q2 | – | Sell |
-14,028
| Closed | -$505K | – | 176 |
|
|
2022
Q1 | $505K | Hold |
14,028
| – | – | 0.19% | 65 |
|
|
2021
Q4 | $534K | Hold |
14,028
| – | – | 0.18% | 70 |
|
|
2021
Q3 | $519K | Hold |
14,028
| – | – | 0.19% | 64 |
|
|
2021
Q2 | $507K | Buy |
+14,028
| New | +$507K | 0.22% | 48 |
|