OBWG
Onyx Bridge Wealth Group’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49,487
| Closed | -$882K | – | 204 |
|
|
2022
Q4 | $882K | Buy |
49,487
+3,784
| +8% | +$67.5K | 0.36% | 42 |
|
|
2022
Q3 | $792K | Buy |
+45,703
| New | +$792K | 0.36% | 45 |
|
|
2022
Q2 | – | Sell |
-21,971
| Closed | -$423K | – | 184 |
|
|
2022
Q1 | $423K | Hold |
21,971
| – | – | 0.16% | 76 |
|
|
2021
Q4 | $470K | Hold |
21,971
| – | – | 0.16% | 79 |
|
|
2021
Q3 | $458K | Buy |
21,971
+1,167
| +6% | +$24.3K | 0.17% | 72 |
|
|
2021
Q2 | $422K | Buy |
+20,804
| New | +$422K | 0.18% | 64 |
|