Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,650
| Closed | -$225K | – | 462 |
|
|
2023
Q2 | $225K | Hold |
6,650
| – | – | 0.04% | 408 |
|
|
2023
Q1 | $213K | Sell |
6,650
-14,500
| -69% | -$464K | 0.04% | 409 |
|
|
2022
Q4 | $647K | Buy |
21,150
+10,000
| +90% | +$306K | 0.09% | 161 |
|
|
2022
Q3 | $334K | Buy |
11,150
+11,085
| +17,054% | +$332K | 0.08% | 274 |
|
|
2022
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 1737 |
|
|
2021
Q2 | – | Sell |
-5,318
| Closed | -$166K | – | 2089 |
|
|
2021
Q1 | $166K | Buy |
+5,318
| New | +$166K | 0.04% | 430 |
|